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Wealth Planning Administrator

Posted 4 January by Fram Search Ended

Fram are working with a successful financial services firm based in London, who are looking to hire a Wealth Planning Administrator to support their Investment and Planning Team. The successful applicant will be responsible for assisting the team in developing client relationships, and must uphold high standards of service to clients.

Main responsibilities:

  • Liaising with investment providers and platforms
  • Overseeing and chasing up transfers, new accounts, etc.
  • Preparing and sending quarterly investment reports
  • Diary management and arranging meetings
  • General admin assistance

It is essential that the successful applicant has outstanding attention to detail, and is highly accurate and efficient. You must also have excellent communication skills, and be able to comply with all regulatory and professional requirements.

Reference: 34141296

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