The Client
Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London.
The Role
The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team.
The Financial Planning Administrator role will providea high level of administrative supporttoWealth Management teams,including Wealth PlannersandParaplanners.
TheFinancial Planning Administratorwill beresponsible forClientDataInput andClientRecordMaintenance, andwill maintaintheIntelligent Officedatabase to include fund updates.
TheFinancial Planning Administratorwill issue and follow up information requests topension providersandLifeand Investmentcompanies.
TheFinancial Pla...