Are you a financial planning administrator looking for a new role with opportunities to develop your career in a progressive and supportive environment?
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:
1. Working primarily with one Financial Planner
2. Processing and submitting new business and monitoring the progress
3. Dealing with investment, pension, and protection business
4. Liaising with clients and delivering a full customer service
5. Preparing valuation reports, performance documentation, and review checklists
6. Processing and monitoring switches with providers or electronically
7. Updating Intelligent Office back-office systems
The candidate should have:
1. Good working knowledge of Microsoft Office & Outlook
2. Relevant experience within financial services / wealth management
3. Experience with IFA back-office systems 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 your career.
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