Financial Planning Administrator

Clark James recruitment
16 May 2019
21 May 2019
Contract Type
Full Time

Clark James is delighted to be recruiting for a prestigious Wealth Manager who are currently in need of an Administrator to join their administration team.

Our client is a modern business dealing with ultra high net worth clients relating to their personal wealth within pensions and investments.

Full training on systems and platforms will be given and as such you will undertake the following duties such as:

  • Dealing with client queries via email and telephone
  • Processing of new business and documentation
  • Inputting data on internal systems ensuring the information is accurate and up to date
  • General administration ensuring work flows effectively
  • Preparing for adviser & client appointments including obtaining quotations and illustrations
  • Speaking to product providers/platforms and chasing up
  • Producing client valuations
  • Sending out client pack information

The business believes in progression and rewarding all staff in what is an ever changing industry and therefore full support for qualifications is offered should you so wish to study further.

Opportunities to progress to Paraplanning are also available as and when they present themselves.

Please apply or call our Financial Services Offices on 01702-841098.

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

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