Financial Planning Administrator: Path to Paraplanner

A boutique Wealth Management firm in Maidstone is seeking a Financial Planning Administrator to provide support to advisers and ensure high-quality financial advice for clients. Responsibilities include managing pre-sale and post-sale administration, preparing for meetings, and maintaining client files. The ideal candidate has 1-2 years of experience in a financial planning environment, excellent communication skills, and a keen attention to detail.

Opportunities for progression to Paraplanner or Senior Administrator roles are available.
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