Private Client Administrators - structured career development
3 days left
- Full Time
A leading national Wealth Management organisation continues to acquire high levels of new business and subsequently has a requirement for two Private Client Administrators to join their London based technical team.
As part of the Wealth Planning team you will be working alongside experienced Paraplanner and Financial Planners who provide whole of market financial advice to HNW private clients.
You will be working within a small team consisting of Advisers, Paraplanners and Wealth Administrators. Your role will be to provide both the Senior Paraplanner and Adviser with technical admin support on a daily basis, duties will include; speaking with clients of the business, liaising with insurers, updating online systems, working in tandem with the Paraplanner on technical matters, all sales support and low level paraplanning where required.
To be considered for this role you should be a confident and ambitious individual who is seeking the next step in their career by joining a leading name in the market. You should have one years experience as a minimum working within either a Wealth Management or IFA environment.
Candidates will ideally have made some progress towards DipPFS/DipFA. You will be given full training and support to attain further exams and progression within the business is actively encouraged.