- Financial Planning Administrator
- City of London offices (Near Moorgate)
- Salary up to £43k plus benefits
- Working in the pod of an adviser with £80m AUM
- 4 days in the office per week
– Seeking an experienced Financial Planning Administrator
– Training on offer to become a paraplanner and thereafter an adviser
– 3+ years of experience required as a minimum in administration
– Working in a team of other Financial Administrators, reporting into Office Manager
– Technical Administration duties on whole of market financial products
– LOA/LOV’s, answering queries from providers and clients
– Database management and contributing to smooth running of the support team
– Processing all new business and onboarding new clients
– AML checks and other credit checks
– Independent wealth planning firm with offices across the UK
– I have met the Directors and placed 20+ members of staff with them
– They offer whole of market financial advice
– HNW retirees, accumulators, local families and SME owners
– Clients with assets ranging from £150k – £50m.
– Pensions, investments, tax planning, cashflow modelling, retirement planning
– Some esoteric schemes such as VCT & EIS schemes.
– Very longstanding relations with accountancy and solicitor practices
- Contact Peter at Financial Divisions for more informaton
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