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We are working with one of the countries most prestigious Wealth Management organisations to recruit an additional Financial Planning Administrator. Our client is a leading name in the industry, they are a multi award winning business that have a fantastic reputation.
The client is now seeking to recruit an additional Administrator to join their Wealth Management team in Guildford.
This position will work closely with a very successful team of Financial Planners that provide holistic advice across retirement planning, estate planning, investments and protection - typically HNW & UHNW clients.
Responsibilities:
- Build & maintain strong relationships with the Financial Planners and their clients
- Work closely Paraplanning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes
- Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation.
- Assist with structured scheduling of reviews and for the preparation for meetings
- Ensure that client files pre & post meeting contain all relevant information and paperwork, ensuring that all client data is accurate and up to date
- Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion
- Maintain a strong level of industry knowledge
The client is looking to recruit a motivated and professional individual that has previous experience within a similar role. Ideally you will have two years’ experience working within a financial planning/wealth management environment, however the client will also consider individuals with wider financial services experience such as: pension, investments, platforms etc.
Our client has a stellar reputation for providing first class training, they support all staff for market exams and actively encourage progression within the business - as a result they have minimal staff turnover.
The client is offering an excellent overall package:
- Basic salary to £35,000
- 10% pension
- Strong discretionary bonus
- PMI, Life Assurance, Critical Illness, Income Protection
- Hybrid working - 3 days in office, two days working from home
- Season Ticket Loan & Electric Vehicle scheme.
This is an outstanding opportunity where you can have a meaningful impact on the advice process and the service that clients receive. You will be provided with high quality on the job training and support which will enable you to have a successful career in the industry.
