Senior Financial Planning Administrator

MB Fitzgerald
08 Feb 2017
08 Mar 2017
Contract Type
Full Time

We are currently working with a highly reputable financial planning business with offices in Edgbaston to recruit for a Senior Financial Planning Administrator to join the business.

Due to an existing candidate now leaving the business to go travelling, the firm now requires a professional candidate with experience in the financial planning or wealth management remit to join the business to provide assistance to the highest producing Financial Planner on a one to one basis.

Key tasks and responsibilities within this role will include:

  • Obtaining details of client holdings
  • Liaising with clients and third parties
  • Maintaining records and databases
  • Preparing letters
  • Generating investment valuations
  • Producing compliant illustrations and quotations
  • Completing forms (both paper-based and electronic)
  • Preparing review packs for client meetings
  • Assisting with the implementation of investment advice via electronic platforms

This is an exceptional opportunity to join a highly regarded wealth management business that will offer the opportunity to progress in the Financial Planning business and by studying towards market qualifications.