Full time Client Relationship Assistant
Up to £28,000per annum
Are you an ambitious go-getter trying to get your foot in the door of a large financial planning and wealth management business?
Financial Divisions are working with a Wealth Management firm based in Crawley looking for someone to join their growing team. If you have previous experience in a financial planning administration role or come from a financial services role then this might be the ideal job for you.
Supporting and working closely with our Financial Planners
Onboarding and supporting new Financial Planners
Producing annual review documents
Trading on provider platforms and obtaining required information
Booking client review meetings
Accurate data input using 'Adviser Office’ (full training can be given)
Running and managing ad hoc review projects
The ideal candidate will have a certificate in financial planning, educated to degree level or equivalent and at least 5 years’ experience in financial services.
If you feel you are suitable for this role please send your CV Katherine Goodman at Financial Divisions