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Financial Planning Administrator - London - hybrid working - Salary to £45k

Financial Planning Administrator - London - hybrid working - Salary to £45k

MI Search Ltd

Posted a day ago, valid for a month

London, Greater London EC2V7NQ, England

Full Time

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Sonic Summary

This investment management and financial planning firm is seeking a financial services administrator for its London office, with hybrid working options available.
The role involves supporting paraplanners and financial planners in managing high-net-worth (HNW) clients.
Key responsibilities include producing valuations, obtaining policy information, and assisting in the preparation of annual reviews and suitability letters.
Candidates must have experience in financial planning administration within an IFA practice, ideally with exposure to HNW clients and complex advice needs.
The position offers a basic salary of up to £45,000, along with pension and benefits.

This combined investment management and financial planning firm is currently seeking a financial services administrator to work out of its London office (hybrid working available).

In this role you will support a team of paraplanners and financial planners dealing with HNW clients. You will be involved in producing valuations, obtaining policy information, assisting in the preparation of annual reviews and suitability letters, processing new business and liaising with clients.

You must have experience undertaking financial planning administration within an IFA practice and ideally experience dealing with HNW clients and complex advice needs.

Basic salary to £45,000, pension, benefits and hybrid working available.

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Financial Planning Administrator - London - hybrid working - Salary to £45k

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