This national wealth planning and investment management firm is currently seeking an administrator to work as part of their busy team in Eastleigh.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
You must have experience working in an administrational role within a Financial Planning practice.
Basic salary £30,000 + benefits