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This is an excellent opportunity for an experienced Financial Planning Administrator to work for a company that genuinely cares about their employee’s well-being.
This role is remote with 1 day per month in the office, west of London.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include:
- Responsible for the client review process
- Effectively responding to queries from clients and other parties
- Liaising with clients to arrange meetings
- Assisting with the creation of suitability letters and reports
- Complying with the principles of Consumer Duty in all aspects of the Client Services Assistant role
The candidate:
- Good working knowledge of Microsoft Office & Outlook
- Relevant experience within an IFA / Wealth Management support role
- Experience with Genovo and external DFMs would be an advantage
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
This role is remote, but will require attendance once a month, and time in the office for training, so will be best to live close enough to London.
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