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Boutique financial planning practice in Portsmouth servicing circa 150 households of upwards of 500k have a opening within their beautiful modern offices for a experienced Financial Services Administrator/PA to join their small successful team.
You will work hand in hand with the Director and his current Financial Administrator/Paraplanner as she transitions into a Financial Planner role. This is a very varied administrative role covering whole of market administrative duties, general client liaison, research and templated reports and PA support.
Candidates must have experience working on Xplan and have worked within a like for like role within a financial planning practice and be a upbeat, hardworking individual. You will enjoy client interaction and be a welcoming face to their high street offices where many clients attend for their meetings.
Due to the client facing nature of the business this is a office based role, Monday- Friday, circa 9-5.30pm with flexibility. A competitive salary to mid 30鈥檚 on offer, full study support for those who wish to sit their CII exams, local free parking, free yoga membership and pension!
路 Whole of market financial planning administration and client liaison
路 Working on Xplan ensuring all client data is upto date
路 Ensuring smooth operation of office including filing of regulatory reports
路 Working closely with key decision makers
路 Research, illustrations, report writing, applications
路 Contributing to business planning, investment processes and marketing strategies
路 Monitoring and resolving issues with IT and office network
