Financial Administrator (Sjp)
We are looking for a Financial Administrator for our client based in the heart of London. You will be providing vital paraplanning and administration support to a team of wealth advisers. There is also potential to progress into an Advisory role within the firm in the future, if that is something the candidate would want.
Responsibilities
- Provide vital paraplanning support to the team of wealth advisers.
- Research products, financial planning solutions and investment strategies.
- Prepare recommendation reports for client meetings.
- Provide a high level of technical support.
- Assist advisers with client management.
- Provide advisers and clients with technical reports and information.
- Ensure high net worth investment transactions are carried out accurately.
Experience and Qualifications
- Previous administrative and paraplanning experience required.
- Must show some CII exam results or hold Level 4 qualification in Financial Planning.
- Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics).
- Experience of the pension switch market.
- Experience of administration of IHT or investment products.
- Excellent IT skills and proficient in Microsoft Office.
Financial Administrator (Sjp) employer: Artemis Clarke Ltd
Artemis Clarke Ltd is an exceptional employer, offering a vibrant work culture at Bluewater that fosters teamwork and personal growth. With a focus on employee development through training opportunities and a competitive bonus scheme, we ensure our Store Managers are well-equipped to lead their teams to success while enjoying attractive employee discounts. Join us to be part of a dynamic retail environment where your passion for sales and leadership can truly shine.
