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Client-Focused Financial Planning Admin
Job in
Dronfield, Derbyshire, S18, England, UK
Listed on 2026-09-02
Listing for:
Charles James Financial Planning
Full Time
position Listed on 2026-09-02
Job specializations:
-
Business
Office Administrator/ Coordinator
Job Description & How to Apply Below
Charles James Financial Planning is seeking an on-site Adviser Support in Dronfield. This full-time role supports financial advisers by preparing client documentation, organizing files, and maintaining accurate records in line with regulatory standards.
You will schedule client appointments, respond to enquiries, and help prepare reports, letters, and meeting packs. Daily duties include updating client information in internal systems, liaising with product providers, and ensuring paperwork is
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