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Senior Financial Administrator to Paraplanner, up to £45,000 (DOE), Near Harrow (Northwest London)

Financial Divisions
Posted 12 days ago, valid for 7 days
Location

Harrow, Greater London HA1 2XH, England

Salary

£40,000 - £48,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Senior Financial Administrator in Wealth Management, offering a salary of up to £45,000 depending on experience.
  • The role is based near Harrow in Northwest London and requires extensive experience with SJP.
  • The successful candidate will be responsible for managing end-to-end client reviews and ensuring smooth case management.
  • Key duties include client servicing, case submission and planning, and meeting coordination.
  • Candidates should possess strong administrative and paraplanning skills along with excellent client servicing abilities.

Route to Paraplanner (Wealth Management)

Salary up to £45,000 (DOE), Excellent Benefits & Progression

Offices Based Near Harrow (Northwest London)

Do you have a lot of SJP experience and are you an experienced professional? My client, a top SJP practice that specialises in customised wealth management solutions, is seeking a Senior Financial Administrator with a high level of expertise. My client is well-known for their client-focused approach and offers a variety of services, such as retirement planning, investment planning, and financial consulting, all of which are customised to each client's specific objectives. With the use of extensive paraplanning, administrative, and compliance resources, they place a strong emphasis on creating enduring connections and providing top-notch service.Joining a vibrant team and providing outstanding service to clients with assets ranging from £2,000 to several million will be to clients with assets ranging from £2,000 to several million will be your responsibilities in this position. Managing end-to-end client reviews, speaking with clients directly, managing disinvestments, and making sure case management runs smoothly by updating review systems.

Duties include- Senior Financial Administrator:

  • Client Servicing
  • End-to-End Review
  • Case Submission and Planning
  • Client Management
  • Meeting Coordination

To excel in this Senior Financial Administrator position, you must have solid SJP experience, a strong administrative and paraplanning background, and excellent client servicing skills.If you’re ready to take the next step in your career, please contact Sam at FD to discuss this opportunity further.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.