Client Services Administrator

• 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

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