Financial Services Administrator

Are you a skilled and experienced Financial Services Administrator looking to move to a firm who specialise in delivering bespoke Wealth Management Solutions to HNW Clients? Are you keen to play a major role in the success of the team? If the answer to these questions is yes, we would like to hear from you.

Our client is a leading Wealth Management firm. They provide specialist Pension, Tax, Estate, Protection and Investment advice to HNW clients and, due to continued success and growth; they are looking to appoint a further Administrator to join their team. Your role will be to provide full administrative support to Paraplanners and Consultants, ensuring that all relevant information in available and assisting in the production of detailed reports. You will manage to submission of business to the relevant parties and ensure all information and compliance requirements are fully adhered to.

Applications are invited from skilled Administrators with in depth knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential. You must have an eye for detail with strong written and verbal communication skills. Progress with professional qualifications is beneficial.

This role will suit a skilled Administrator who is keen to be part of a highly professional team within an award winning Holistic Financial Planning firm.

Sales Support, Pensions, Wealth Management, Investment, Financial Advice, Retirement Planning,

By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website