Job Description

Our client is seeking an Administrator – Wealth Planning to support a busy financial planning team with client onboarding, administration, and ongoing client servicing. The role involves maintaining client records, preparing reports, assisting with client meetings, and handling queries while ensuring a high standard of service delivery. The ideal candidate will have strong communication and organisational skills, good IT proficiency, and a proactive, detail-focused approach.

If you're interested in this role, then please get in touch!