Salary 28-35K (depending on experience)
The Company:
An established Investment Management firm with UK and International clients. Specialising in Ultra High Net Worth and Investment Management and Wealth Planning / Advice.
The Role:
The Financial Planning Administrator will sit within the Wealth Planning business who provide financial planning and investment advice to wealthy individuals.
The Financial Planning Administrator will provide Client Services Support to Financial Planners and Directors, maintaining high standards that they offer their clients.
The Client Service Support work will consist of client onboarding (setting up new clients on the system), implementation of financial advice – liaison with pension and product providers. Pre-completion of forms for new and transferring pensions, protection and ISAs, and submission of forms to providers.
Investment implementation will also form part of the role - placing trades with platform providers to implement investment advice.
The Financial Planning Administrator will provide general administration including client queries, correspondence and client valuations, fees, as well as general Financial Planning research and support including writing reports.
There will be opportunity for development within the Financial Planning Client Services team both in dealing with more complex client matters and a broad and varied product range.
The Candidate
1-2 years’ experience in a Financial Planning administration / Wealth Planning Support.
A strong focus on providing a high level of client service.
Experience pension administration and life business would be beneficial.
Well-organised and with strong time management skills.
Professional and meticulous – strong attention to detail.
Committed to learning and developing.