This is an excellent opportunity for an experienced Financial Planning Administrator to work for a company that genuinely cares about their employee’s well-being.
This role is remote with 1 day per month in the office, west of London.
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:
* Responsible for the client review process
* Effectively responding to queries from clients and other parties
* Liaising with clients to arrange meetings
* Assisting with the creation of suitability letters and reports
* Complying with the principles of Consumer Duty in all aspects of the Client Services Assistant role
The candidate:
* Good working knowledge of Microsoft Office & Outlook
* Relevant experience within an IFA / Wealth Management support role
* Experience with Genovo and external DFMs would be an advantage
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 yo...