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Hybrid Financial Planning Administrator – Client
Job in
Wrecclesham, Farnham, Surrey County, IP17, England, UK
Listed on 2026-07-13
Listing for:
Anthony Alexandra
Full Time
position Listed on 2026-07-13
Job specializations:
-
Business
Office Administrator/ Coordinator
Job Description & How to Apply Below
Location: Wrecclesham
Anthony Alexandra is recruiting for a hybrid role based from the Farnham office, three days in the office and two days will deliver an outstanding client experience throughout the advice process, onboarding new clients and servicing existing relationships.
You will maintain accurate client records, work with advisers and paraplanners, and use the CRM to manage workflows while communicating confidently with clients by phone and email.
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