Financial Planning Administrator

Were currently looking for an exceptional Financial Planning Administrator to join our team . This is a great opportunity to work closely with advisers, develop your expertise , and make a visible impact on the clients we serve ! What youll be doing being the first point of contact for clients - handling queries with professionalism, warmth, and a genuine desire to help providing support to financial advisers, preparing review meeting packs maintaining accurate client records in XPLAN, includin…