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Are you an experienced Administrator from a Financial Planning environment looking to branch out into report writing and client management.
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 support to the Financial Advisers and Paraplanning team.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Duties for this role will include:
- Assisting in putting together the factfinds and ensuring they are fully and accurately completed.
- Preparation of the regulatory paperwork and suitability report.
- Assisting with client emails, calling clients back for certain enquiries and potentially helping with the diary.
- Completion of annual review letters (MIFIDs).
- Completion of annual review reports in readiness for annual reviews.
You will have:
- Organised with the ability to multi-task.
- Working knowledge of the regulated Financial Services Industry
- Previously worked in a Financial Services administration role so have some familiarity with the terms used.
- Experienced supporting a Financial Adviser
- Highly competent user of Microsoft Word, Excel & Outlook.
This role will suit someone looking to develop in their career and committed to study and professional development.
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.
Hybrid working is offered after probation.
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