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Wealth Planning Admin: Client Diary & Review Pack Lead

Job in Haywards Heath, West Sussex, RH16, England, UK
Listing for: Recruit Wealth
Full Time position
Listed on 2026-01-15
Job specializations:
  • Administrative/Clerical
Job Description & How to Apply Below
A leading financial planning business 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 administrative tasks. 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, with potential progression to roles such as Trainee Paraplanner.
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