Financial Planning Administrator
Financial Planning Administrator - London
Salary: £23,000 - £26,000 plus benefits
A fee-based financial planning practice with a unique advice offering are looking to appoint a capable Financial Planning Administrator to the team, the role will be to provide technical administration to Financial Planners who advise private clients. The firm work with very wealthy private clients and SME and large corporate clients, the individual will be responsible for supporting the Paraplanners within the business.
- Administer pre and post sales business for private clients and HNW investors
- Reviewing case files and ensuring client files have correct information
- Managing WRAP platforms and Avelo Software
- 3rd party liaison and communication
- Chasing valuations and issues reason why documentation
Candidates must have a broad knowledge of private client administration and be keen to work as part of a team, ideally having made progression towards Cert PFS or R01 qualification you will be keen to undertake training towards becoming more technically able.
Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.