Administrator - Financial Planning
Are you an ambitious Financial Services Administrator looking to move to a firm who specialise in delivering bespoke Wealth Management Solutions to HNW Clients? Are you keen to develop your technical and administrative skills? If the answer to these questions is yes, we would like to hear from you.
Our client is a leading Wealth Management firm based in the heart of London. They provide specialist Pension and Investment advice to HNW clients and, due to continued success and growth; they are looking to appoint a further Administrator to join their team. Your role will be to provide full administrative support to Paraplanners and Consultants, ensuring that all relevant information in available and assisting in the production of detailed reports covering Retirement and Investment options. You will manage to submission of business to the relevant parties and ensure all information and compliance requirements are fully adhered to.
Applications are invited from skilled Administrators with in depth knowledge of Pension and Investment planning. Experience of dealing with Pension Transfers, SIPP and Income Drawdown is essential. You must have an eye for detail with strong written and verbal communication skills. Progress with professional qualifications is beneficial.
This role will suit a forward thinking and enthusiastic Administrator who is keen to enhance their technical knowledge with the view to move into a Paraplanning role on completion of the Level Four Diploma.
Sales Support, Pensions, Wealth Management, Investment, Financial Advice, Retirement Planning, Pension Transfers, SIPP.