Our client, an established firm of Financial Planners form part of St James Place, is looking to recruit an additional Administrator to join their team to undertake all support tasks for the Financial Advisers. This is a truly exciting opportunity for a high calibre individual keen to improve their career within the Wealth Management industry.
The main purpose of the role is to ensure all Pension, Investment, and Protection business cases are managed effectively while maintaining the company’s standards. The successful candidate will be responsible for preparing meeting support packs and valuation reports for each planned meeting as well as providing direction and motivation for the administration team.
Responsibilities
1. Administration of both new and existing business, ensuring compliance, reports, and process procedures are followed.
2. Maintaining accuracy of client information and assisting with the ongoing management of the client.
3. Interacting with clients in an efficient and professional manner.
4. Responsibility for continued administration, general office duties, and processing of new business.
Requirements
1. Previous experience in a Financial Services Administration role - ideally coming from an IFA Firm or a Product Provider.
2. A strong working knowledge of the regulated financial services market.
3. Proficient in Microsoft Office applications.
4. Excellent understanding of the financial planning process.
5. Strong communicator - both written and verbally.
6. Strong planning and organizational skills.
Our client is looking for a self-motivated, career-minded, enthusiastic, and positive but meticulous individual, who is able to work as part of a team and has a flexible approach.
For more information, please contact one of our specialist consultants quoting REF: NJR 15101.
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