- 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
Client Services Administrator in London employer: Financial Divisions Careers
Join a highly respected Chartered Independent Financial Planning firm in Plymouth, where your career as a Trainee Financial Planner will flourish. With a strong commitment to employee development, you will benefit from comprehensive training, mentoring, and a dedicated support team, all within a collaborative culture that prioritises work-life balance and wellbeing. Enjoy a competitive salary, excellent bonus structure, and the flexibility of hybrid working, making this an ideal environment for those looking to build a meaningful and rewarding career in financial planning.
Contact Details:
Financial Divisions Careers Recruitment Team
