Job Description
This combined investment management and financial planning firm is currently seeking a financial services administrator to work out of its Solent office (hybrid working available).
In this role you will support a team of paraplanners and financial planners dealing with HNW clients. You will be involved in producing valuations, obtaining policy information, assisting in the preparation of annual reviews and suitability letters, processing new business and liaising with clients.
You must have experience undertaking financial planning administration within an IFA practice and ideally experience dealing with HNW clients and complex advice needs.
Basic salary to £35,000, pension, benefits and hybrid working available.
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