- 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
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Client Services Administrator employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
