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Wealth Planning Admin: Client Exec
Job in
Worthing, West Sussex, BN91, England, UK
Listed on 2026-01-14
Listing for:
The Progeny Group Limited
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in Worthing is seeking Financial Planning Administrators to provide specialised administration support and maintain client relationships. This hybrid role involves managing client documentation, addressing queries, and collaborating with financial professionals. Candidates should have a minimum of 2 years' experience in financial services, possess strong client communication skills, and enjoy working both autonomously and in teams.
Opportunities for professional growth and development are included.
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