Financial Services Administration
Chater Allan Financial Planning is a long-established Cambridge based financial planning practice specialising in retirement planning, tax efficient savings strategies and investment management for a wide-ranging cohort of clients. Our partners and colleagues are highly qualified and experienced in these areas and the practice continues to grow organically mainly through recommendations.
We are pleased to announce that we have a further opportunity for a self-motivated, individual to join our client administration team in a role that will involve working closely with our Partners, Office Manager within our Client Services Team.
You will action post, maintain our client database, prepare client facing documents and assist with pre-meeting procedures with the aim of understanding our business and what we do before potentially moving into a junior technical position.