Financial Advisory Administrator

Financial Advisory Administrator

Welwyn - Salary depending on experience.

A leading financial services group who offer expert investment advice, strategy and financial planning are looking to recruit an experienced Financial Advisory Administrator to work closely with their financial planners. As an award winning firm they embrace leading industry technology to provide clients with the best information to form a sound wealth management strategy.

This is a great opportunity to work in a growing friendly team where you will have an opportunity to develop your knowledge and be part of an innovative working environment.

Specifics of the role include -

• Act as a point of contact for clients, helping manage queries and sending over any correspondence they might request.

• Ensure the smooth running of back office systems, updating the system, ensuring client correspondence, records and updates are all entered.

• Liaise with third party providers and produce client illustrations.

• Produce client administration and correspondence.

• Work closely with the financial planning and paraplanning teams to help prepare client meeting documents, illustrations, and any onboarding requirements.

• Have a can do attitude, help the office with projects, administrative tasks, marketing initiatives and client deadlines.

This is an excellent opportunity to join a company who will invest in your future and help you develop your career within financial services. Training and mentoring are a key part of the company ethos, developing a strong, knowledgeable and stable team.

To apply for this position, you must have worked in a similar role and have an understanding of financial planning and investment products.

For more information, please contact Richard Garbett.