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Wealth Planning Admin - Equity Stake & Paraplanning Path
Job in
London, Greater London, W1B, England, UK
Listed on 2026-06-21
Listing for:
SecsintheCity
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Secsinthe City in Epsom/Ewell is seeking a Financial Planning Administrator to support the Managing Director with his 120 clients. You will manage end-to-end administration, onboarding, and client servicing.
The role offers an exceptional opportunity to grow in a boutique wealth planning environment with an equity stake, allowing you to share in the firm's success.
If you have around two years of experience in financial services and a proactive attitude, we want to hear from you.
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