Financial Planning Administrator

Posted 20 August by Exchange Street Financial Services
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Our client, an established asset management firm with a presence across the UK and an outstanding reputation for their discretionary portfolio management proposition, is currently looking to recruit an experienced administrator to join their sales support function in Northwich.

As part of a division offering discretionary investment advice to clients, alongside wider holistic planning (in particular tax mitigation such as IHT and trusts), the role will involve providing a comprehensive level of support to the firm’s advisers and technical support function. This will include a range of administrative duties, processing new business, diary management, preparing meeting packs and updating the firm's database.

Excellent Administration skills are required with an attention to detail and accuracy particularly important. A familiarity of financial planning (preferably in an independent arena) and previous experience on similar platforms, back office and CRM systems would be an advantage.

On offer is a competitive starting salary, an excellent benefits package, free parking and a discretionary bonus scheme.

Reference: 35913420

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