We are currently working with a highly reputable financial planning business with offices in Charing Cross to recruit for a Senior Financial Planning Administrator to join the business. Due to an existing candidate now leaving the business to go travelling, the firm now requires a professional candidate with experience in the financial planning or wealth management remit to join the business to provide assistance to the highest producing Financial Planner on a one to one basis.
Key tasks and responsibilities within this role will include:
Obtaining details of client holdings
Liaising with clients and third parties
Maintaining records and databases
Generating investment valuations
Producing compliant illustrations and quotations
Completing forms (both paper-based and electronic)
Preparing review packs for client meetings
Assisting with the implementation of investment advice via electronic platforms
This is an exceptional opportunity to join a highly regarded wealth management business that will offer the opportunity to earn a substantial living.