- 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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Client Services Administrator employer: Confidential
As a leading employer in the data centre operations sector, we offer an exceptional work environment that prioritises employee growth and development. Our collaborative culture fosters innovation and accountability, while our commitment to safety and operational excellence ensures that you will be part of a team that values your contributions. With opportunities for international travel and the chance to lead critical operations across the EMEA region, this role provides a unique platform for impactful leadership and career advancement.
