Financial Administrator to Paraplanner - Wealth Management Firm - London- Basic salary £28k - £30k

Financial Administrator to Paraplanner - Wealth Management Firm - London- Basic salary £28k - £30k + discretionary bonus - Full study support and progression opportunities

My client is an award winning Chartered independent financial advice business who I have met and placed 20+ staff into the business over the past 5 years including most of the management. The business has been operating for 25 years and they have built a lasting reputation for providing the highest levels of advice and understanding their customers’ needs in granular detail. They advise on Pensions, Investments, Tax Planning, IHT, Trusts, Mortgages and Protections. They work with c.1000 active clients who are SME owners, retirees and City professionals, however they have a keen interest in working with those from the creative industries (musicians, actors, artists, television personalities etc.) with varying levels of investable assets ranging from £100k - £5m. The firm is growing following a recent acquisition by a large national firm which has given them a lot of investment and resources resulting in the capability to recruit in their support function.

The role

The Directors are creating a brand-new role within the business for a Financial Administrator to work in a pooled team of forward-thinking Administrators. You will be supporting 3 highly established Advisers who have been with the business for 10+ years respectively. But during busy periods you may support other Advisers too. Reporting into the Administration Team Leader you will be responsible for:

• Conducting end to end administration
• Drafting Letters of Authority and Letters of Valuation
• Liaising with providers to obtain client information
• Creating all documentation necessary for meetings
• Processing all New Business applications
• Speaking to clients and providers on the phone and answering all queries
• Taking appropriate action and updating the internal records as required.
• Conducting AML checks
• Organise meetings on behalf of the Advisers and diarise where necessary
• General office duties including answering phones, photocopying, filing and scanning

You will ideally have knowledge of Intelligent Office and preferably a number of platforms such as Aviva, Royal London etc but full training will be provided. The role would be suitable for a graduate with a degree in a relevant topic (Economics/Maths/Business/Management or similar) and has some very basic financial services experience, ideally 6 - 12 months within wealth management, banking, savings or investment provider etc. but with a desire to work in the industry and study for relevant industry exams. The Directors have a track record of supporting development and progression for it’s support staff and this role has a route to being a Paraplanner.

The role will offer between £28k - £30k basic salary depending on experience with an annual discretionary bonus which is awarded based on your personal performance and company performance. You will receive 25 days annual leave plus bank holidays, death in service benefit, private medical insurance and a full study support package towards the Level 4 Regulated Diploma in Financial Planning. The first 8 weeks of the role will be office based then you can work from home 2 days per week.

If this role sounds of interest or any other roles I am working on please get in touch. For more details, please contact Peter Fozard.