Exciting opportunity for SJP experienced Senior Administrators to join a practice at a pivotal point in their growth programme. This role offers the opportunity to develop your skills further and take on paraplanning tasks to achieve your personal goals as you settle into this busy team. The Principal Partner places immense importance on skill and team fit, and fully remote options are available to source the perfect candidate for the practice.
Opportunity Highlights
1. Excellent opportunity for an SJP experienced Financial Administrator with full end-to-end admin experience.
2. Work closely with your Clients from initial contact through their complete journey.
3. Business works with an excess of 2000 Clients, focusing on HNW Clients.
4. A full range of Financial services is provided across pensions, investments, and protection.
5. Preparation of documents for meetings, diary management, adding post-meeting notes to the system, working with providers, and the opportunity to offer support with suitability reporting and submitting new business, closing off reviews to ensure compliance and consumer duty requirements.
6. Enjoy converting prospects into Clients.
7. The business holds great importance in providing a service of excellence to maintain full retention of their Clients.
8. Opportunity to be office-based, hybrid working, or even remotely depending on the chosen candidate's location and wishes.
To discuss these openings, please contact Camilla Howden.
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