Remote Financial Planning Administrator - Client
Remote / Online - Candidates ideally in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-02-16
Liverpool, Merseyside, L1, England, UK
Listing for:
Financial Planning Firm
Remote/Work from Home
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A reputable financial planning company in the UK is seeking an experienced Financial Planning Administrator to support an Associate Director and deliver exceptional client service. This role includes diary management, report preparation, and maintaining client relationships. The ideal candidate will have a background in financial planning, superb organisational skills, and proficiency with Intelliflo. Benefits include a non-contributory pension scheme, health insurance, and flexible working arrangements.
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