Financial Planning Administrator - City - Wealth Management

Recruiter
Accountancy Divisions Limited
Location
London
Salary
26000.0000
Posted
16 Apr 2017
Closes
16 May 2017
Contract Type
Permanent
Hours
Full Time

Financial Planning Administrator - City - Wealth Management

£26,000 - £32,000

Are you a Financial Planning Administrator that feels undervalued or underpaid? Do you see a progression route through to Paraplanner and Adviser with your current firm?

Financial Divisions are working with a City based Wealth Management firm that is seeking a Financial Planning Administrator to join their City based team. The firm have a strong track record of progressing Financial Planning Administrators through from Administrators to Paraplanners and then up to Advisers. As Financial Planning Administrator you will work closely with the Paraplanners, arrange meetings, keep clients information up to date, go through an initial fact find report with the client and do technical research on products within the market.

As Financial Planning Administrator you will have some experience working within a financial administrator type position within a wealth management environment. You will also ideally have started to study for your Financial Planning Diploma. For immediate consideration please forward your CV to Mark Flannery