Financial Planning Administrator at We Complement | Torre
Financial Planning Administrator
Report
We Complement

Financial Planning Administrator

We Complement
Emma
Emma
Emma highlights
This highlight was written by Emma’s AI. Ask Emma to edit it.
Full-time

Legal agreement: To be defined

Provide your expected compensation while applying
location_on
Remote (anywhere)
Match
skeleton-gauges
You have opted out of job matches in .
To undo this, go to the 'Skills and Interests' section of your preferences.
Review preferences
Shared by
Gus García
 about 16 hours ago

Requirements and responsibilities

We're looking for a Financial Planning Administrator to join the team at We Complement.The role is primarily administration, supporting our Suitability Consultants with everything that keeps advice progressing behind the scenes.As you settle into the role, there'll also be opportunities to get involved in annual reviews and suitability reports. There's no pressure and no set timetable – we'll support you as your confidence grows.Some previous experience in a financial planning or wealth management firm is essential.We're a small, close-knit team, so we're looking for someone who's happy to get stuck in, enjoys working with others and takes real pride in doing a good job.📩 Send your CV to hello@wecomplement.co.uk or drop me or Nicola a message if you'd like an informal chat.
Closes in:
0
days
0
hours
0
min
0
sec
tune NOT FOR YOU? IMPROVE YOUR RESULTS