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Client-Focused Financial Planning Administrator
Job in
Bury St Edmunds, Suffolk County, IP32, England, UK
Listed on 2026-08-14
Listing for:
Verlingue UK
Full Time
position Listed on 2026-08-14
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Verlingue Financial Planning is seeking a Financial Planning Administrator to join our client service team in the UK. You will coordinate client meetings, prepare documentation, process applications, and be a point of contact for clients and providers.
You will help maintain accurate records, support the financial planning team, and ensure high standards of service in all administration tasks, while working with modern CRM tools and MS Office.
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