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Our client is a long-established and successful Financial Planning firm based in central London. Due to expansion, they are now looking for a Financial Planning Sales Support Administrator to join their existing support team.
The role will be to provide support to the Paraplanners and Financial wealth advisers. As an Financial Planning Sales Support Administrator duties will include checking paperwork before proposals are submitted, valuations, dealing with fee queries and admin support to assist in completing recommendation letters.
Ideally candidates will have some experience of financial services within a financial planning or financial services or ideally are looking to start a career within financial planning. This would suit candidates who are, dynamic, have excellent attention to detail and strong interpersonal skills.
This is fantastic opportunity to join a leading wealth management business especially if you are looking for a business that supports career progression. The position offers full exam support and training opportunities for candidates wanting to progress to Paraplanning and to financial Planning.
