Established in 2008, our client offers bespoke, personal and thorough financial advice to all clients; private clients, families and owner managed businesses. They are a professional team with over 20 years’ experience combined and they have offices in Yorkshire, London and are in the process of growing a south west office.
They are a chartered financial planning firm and have awards for the financial planning and investment solutions that they offer, and they insist on remaining fully independent.
Their team in London seek an administrator who has experience of working within a financial planning team. The role will see you supporting the Advisors and Paraplanners with the servicing of their clients, setting up new business, liaising with providers and gaining valuations, updating internal CRM systems and maintaining client files, preparing client files ready for review and carrying out relevant KYC and AML checks.
The role is incredibly busy and therefore they do require a Financial Planning Administrator who has experience who can 'hit the ground running’. Ideally, you will have gained some industry related qualifications and a minimum of three years’ experience within a similar role.
The salary on offer is dependent on your current experience and qualifications. They offer excellent employee benefits and career progression and a great environment to work in.
If you are interested in this role and have any questions please contact Louise Sheppard At Recruit UK Ltd on 0117-9450-450 or send us your CV. Quote reference 11909
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