Financial Planning Administrator

Published: 30th October 2019
Job Type
Financial Planning
£25,000 - £35,000


Our client is a boutique and award-winning wealth management firm based in the City of London. They provide some of the industry's-leading holistic financial advice and are now looking for a Financial Planning Administrator on a full-time permanent basis.

This role will suit an experienced Administrative professional who is looking to take the next step in their career working in a high-volume and client-facing environment. Additionally there is an outstanding opportunity for progression.

Duties include:

  • Gathering policy information for new clients, entering specific data onto internal systems and the scanning of client files.
  • Liaise with external investment platforms in managing client assets.
  • Assisting skilled Financial Planners in the preparation of review and new client meetings.
  • Producing client valuation reports and assisting in the co-ordination of files for external compliance review checking.
  • Onboarding new clients
  • Obtaining LOAs

Experience required:

  • 2+ years IFA/Wealth management industry experience in a similar role
  • Ideally studying towards DipFS
  • Pensions and Investments knowledge desired

To be considered you must have the experience to perform the tasks as mentioned above. Applications can be made by clicking the link, alternatively please contact Jenson Fisher directly.

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