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This very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base. As a business they are committed to quality and delivering exceptional client outcomes and demonstrate the highest standards and ethics throughout all aspects of the company.
With their whole of market strategies and advice, coupled with their personalised service, my client, a proud member of the CFP profession, has established themselves as the go-to wealth planner in their community. Having worked closely with this firm and placing several candidates with them, they have asked us to help recruit a Financial Administrator to join their dynamic team.
With an AUM of approximately £900k per client and year-over-year growth due to the development of a network of introducers, my client is offering a great opportunity for a Financial Administrator to join a growing firm of chartered planners that are starting their second decade of development.
As a Financial Administrator your duties will include:
- Providing proactive and efficient support to directors and consultants of Wealth Management clients.
- Handling new business and servicing administration, along with general administration and special projects. Direct responsibility will be assigned for specific administrative tasks, requiring effective management.
- Assisting the office manager in implementing changes to administration procedures to improve efficiencies and continually enhancing processes.
- Participating in relevant internal and external meetings and courses and offering feedback afterward on how to implement benefits or changes in daily operations.
- Contributing to team and business development through suggestions, feedback, and active involvement in meetings.
- Ensuring accurate maintenance and updating of back-office records in response to changes or advisories. Helping colleagues during periods of sickness, increased workloads, or vacation.
- Experience in processing commission and fee statements and raising invoices within I.O. is preferred.
If this Financial Administrator role sounds of interest or you would be interested in hearing about any other role, I am currently working on please get in touch with Jo at Financial Divisions.
