Financial Planning Administrator
Salary: ?18,000 ? ?22,000 plus bonus, pension & flexibility on working hours
Our client are a very well-established wealth management practice who provide bespoke advice to their forever growing Client bank, focussing on the Midlands and Central England, due to their continued growth are now looking for an additional experienced Administrator to join their team and grow within the business.
Working alongside the technical team, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry.
Answering the phones and liaising with clients during office hours
Client Relationship Management
Preparation of reviews
Follow up meeting letters
Uploading meeting notes
Basic Report writing
Liaising with adviser pre client meetings
Letter of authority sending and information chasing
The successful candidate will need to have previous experience working as an Administrator within an IFA environment with excellent knowledge of Microsoft applications and programmes. Ideally those applying will hold the relevant CII qualifications.
Our client is looking for a self-motivated, enthusiastic and positive?administrator who can both work autonomously but?who is able to work as part of a team.
For further information please contact one of our specialist consultants quoting Ref: NJR9866