This Financial Planning Administrator job in Oxford provides the opportunity to work in a highly successful advisory business?
As a Financial Planning Administrator, you will be supporting a Financial Advisor and Company Director to provide high quality, compliant financial planning advice to their High Net Worth clients. The role involves liaising with the Financial Adviser regarding clients’ objectives, circumstances and requirements, discussing suitable options and preparing the recommendation paperwork for the Financial Advisor to introduce to the client.
Financial Planning Administrator Requirements
Our client has been established as a financial planning firm since 1997, therefore acquired over 2 decades of experience of looking after their client’s finances. They pride themselves on their delivery of exceptional service and honest approach to financial planning, as a testament to this they have grown largely by word-of-mouth referrals.
Financial Planning Administrator Benefits
Call us now on 0208 0044 154 or click Apply
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