We are working with a Chartered Financial Planning company based in the central London. Our client is a leader in Ethical Investments, and they are looking for a motivated Senior Administrator to join their Advisor Support team and work directly with one Partner. The role is hybrid working 2 days in office and 3 at home once you have passed your probation period. As you will be supporting a partner the role requires someone with strong IFA admin experience, who is happy to be a point of contact for clients' general quires and wants to work with HNW, complexed cases.
We have worked with this firm for nearly 11yrs and have placed a number of individuals with them so can vouch for their culture and development strong company ethos.
Key Responsibilities:
* Provide comprehensive administrative support to a managing partner and Paraplanner.
* Maintain and update the client database.
* Process new business applications and manage client information.
* Assist in writing basic reports and maintaining documentation.
* Perform general office duties.
* Act as a liaison between clients, product providers, and the advisory team.
* Work with senior paraplanner on paraplanner training program
What We're Looking For:
* Experience in financial services administration.
* Familiarity with XPLAN (or similar financial software).
* A working knowledge of WRAP platforms is a plus.
* A proactive mindset and ideally have a Diploma in Financial Planning ( not essential ) .
If you're looking to join a company that not only values its people but also puts ethics at the forefront of investment decisions, apply today