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© All Rights Reserved. ApplyBlast.com
de Lisle Financial Planning
Tanager Wealth Management is seeking a detail‑driven Client Services Administrator to support advisers and deliver a high‑quality client experience. The role involves managing new business submissions, handling transfers and asset movements, and ensuring compliance with FCA, AML and KYC requirements while working with various investment platforms and back‑office systems.
We are financial advisers that specialise in financial planning for small business owners and professionals approaching retirement in Cheltenham & Cirencester, helping them organise their finances so that their money works as hard as they do.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for de Lisle Financial Planning.
de Lisle Financial Planning didn’t post a salary, so this is our estimate from similar listings.