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Are you an experienced financial planning administrator, looking for a new role in a dynamic team, with hybrid working with up to 4 days from home.
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 holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include:
- You will be responsible for gathering and maintaining client information and for implementing the recommendations in your clients’ financial plans, turning them into a reality, and the administration of the ongoing service relationship to ensure they remain on track to achieve their goals.
- Preparing meeting packs
- Gathering and input of data
- Anti money laundering checks
- Maintain up to date and accurate records
- Application and LOA processing
The candidate:
- Good working knowledge of Microsoft Office & Outlook
- Relevant experience within financial services / wealth management administration
- Experience with IO Intelligent Office would be beneficial
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 with this role, you still need to local enough to attending training and other events.
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