Financial Planning Administrator
Betterment Wealth is looking for an experienced financial planning administrator. We are growing, and our existing and new clients deserve the best service there is. You must be prepared to work as part of a small team while being integral to our future growth. Whilst the role is defined, it will involve a wide range of tasks and may require adaptability.
There is an opportunity to be part of projects that enhance our service, make workflows more efficient, and make the information we provide even more engaging.
Experience is necessary as we are a busy team, and knowledge of systems and workflows is essential. The more experience, the greater the flexibility we may be able to offer.
