FINANCIAL PLANNING ASSISTANT (wealth management) - London - hybrid working To £38k plus...

plus top benefits package, opportunity for career progression

Excellent opportunity for an experienced IFA Administrator to join a top London firm where emphasis is placed on providing an individual tailored advice plan for their Clients throughout the various stages of their lives.

Opportunity Highlights

** Opportunity to work with both new and existing business.

** Take an interest in your clients, get to know them, and assist with the enquiries as first point of contact.

** Arrange investments/policies/contracts for clients and work with 3rd party providers.

** Prepare documentation for 6 monthly and annual reviews.

** As 'Trouble Shooter’ take on all Client requests via phone and email with professionalism, confidence, and warmth.

** Involvement with product analysis, reports, and valuations.

** Opportunity to contribute to and take an active part in project work within the team.

** Assist with accurate recording of fees and estimates.

** Perfect role for a career administrator with a minimum of 2 years’ experience within an independent form looking for an opportunity to develop as a senior member of the team

To apply for this role, please contact Camilla Howden.