Wealth Planning Administrator: Client & Diary Manager
Job in
Haywards Heath, West Sussex, RH16, England, UK
Listed on 2026-01-15
Listing for:
Recruit Wealth
Full Time
position Listed on 2026-01-15
Job specializations:
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Administrative/Clerical
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Business
Job Description & How to Apply Below
A leading financial planning business in Haywards Heath is looking for experienced Administrators to manage client correspondence, process new business, and prepare client review packs. The role includes arranging client meetings and ensuring compliance in all administration tasks. Progression to roles such as Trainee Paraplanner is available but not required. The ideal candidate will have strong communication skills and a commitment to maintaining accurate client records.
Competitive benefits and a supportive work environment are offered.
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