Client Services Administrator

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Job description

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