Senior Financial Planning Administrator

Recruiter
MB Fitzgerald
Location
Bath
Salary
20000.0000
Posted
19 Mar 2017
Closes
18 Apr 2017
Contract Type
Permanent
Hours
Full Time

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

The organisation now requires a professional candidate with experience in the financial planning or wealth management remit to join the business to provide assistance to a team of senior Financial Planners.

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 excellent opportunity to join a highly regarded financial planning business, that offer the opportunity to further progress your career into either a management or advisory capacity.