* Leading wealth management business
* Great company to work for
About Our Client
The role will be supporting the front office, Investment Managers and Financial Planners in an administrative function.
Job Description
On a day to day basis, you will be play a key role in a team providing support for other senior colleagues dealing with various tasks to ensure the smooth running of the team. Day to day responsibilities include:
* Processing all new client documentation and amendments
* Monitoring of transfers of assets/cash
* ISA subscriptions and transfers
* Processing of client payments
* Administering of client accounts
* Ensuring client details and reviews are recorded correctly on systems
* General record keeping and filing
* New business and account administration
* Responsible for corporate actions
* Preparing for client meetings and producing client advice review documents
* Liaising with stakeholders internally and third party providers
The Successful Applicant
The successful Financial Planning Administrator must have:
* Similar experience in an IFA / financial planning firm
* Strong administration skills with a high level of attention to detail and accuracy
* Ideally have worked in a financial services environment
* Good knowledge of Excel and other Microsoft packages
* Strong communication skills
* Strong organisational skills and able to work to deadlines
* Flexible and willing to support junior/senior members of the team
* Strong desire to learn and progress
What's on Offer
The successful applicant for the Financial Planning Administrator role will get:
* £26,000-32,000
* 25 days holiday plus bank holidays
* Study support for relevant professional qualifications
* Excellent pension contribution
* Healthcare
* Hybrid working
* And many more!
Contact
Martin Christian
Quote job ref
JN-062024-6462143
Phone number
+44 151 255 3777