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Salary- 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:
- £25,000
- Study support for relevant professional qualifications
- Excellent holiday allowance
- Excellent pension contribution
- Healthcare
- Hybrid working
- And many more!
