The role & the Company Our client is an award-winning Financial Planning business that offers a personal and discreet financial planning service that aims to deliver integrated and specialist funding advice for corporate and private individuals. With offices i…

The purpose of this role is to become a member of the Client Support team with responsibility for the quality and timely delivery of high-level administrative support for Planners and Paraplanners to ensure great client experience and service. Duties and respo…