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Administrator – Financial Planning Annual Reviews

RJWM · London, United Kingdom · All 21 RJWM jobs

Posted
11 Sep 2026

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About this opportunity

This is an important role supporting the delivery of annual client reviews and ensuring our Advisors have the information and documentation they need to provide an exceptional client experience. Working closely with Financial Planners, Paraplanners and wider support teams, you'll be responsible for preparing review meeting packs, obtaining valuation information and maintaining accurate client records across key systems.

Read the full advert and apply on RJWM's site →

Collected from RJWM's own careers site (Oracle). Posted 11 Sep 2026. TUNAI shows an excerpt and the facts it read from the advert; the employer's page has the full description and the application.