Financial Planning Administrator (Client Facing)
This award winning Investment Manager whose heritage dates back over 25 years and are responsible for managing assets in the region of £10bn are currently searching for an experienced Financial Planning Administrator to work in their prestigious London offices.
In this role you will responsible for supporting the Financial Planners with detailed research (quotes, product selection, products reviews), meeting preparation and diary management, maintaining client records and database administration, processing new business submissions and liaising directly with clients, insurance companies and internal stakeholders.
The successful candidate will have relevant industry experience, a proactive and positive approach, excellent communication skills and a sound understanding of the regulatory requirements around financial planning.
Salary to £30,000 + discretionary bonus (up to 15%) + excellent benefits