After a period of exciting change a Wealth Management practice based in the Solent region are recruiting in their team for a Financial Planning Administrator. My clients provides independent financial advice to both private and corporate and is proud of the valuable service is received by clients.
As the Financial Planning Administrator you will provide a technical administrative support function to the businesses Paraplanners, Financial Planners and Senior Management team whilst demonstrating a consistent high level of client care.
This role would suit a individual who is a skilled administrator who has been working in a IFA/ Wealth Management. You will have excellent attention to detail and a proactive attitude alongside being IT literate and numerate. Ideally you will hold or be working towards the Certifcate in Financial Planning or advantageously the Level 4 Diploma in Financial Planning.
This is a fast paced senior administration role and my client needs an individual with up to date product knowledge who can hit the ground running. You will show commitment to the role and be proud of the work that you produce. It would be advantageous if individuals have experience in writing basic/ templated suitability reports.
In return you will receive fantastic corporate benefits including 4% employer contribution plus matching basis, 25 days plus ability to buy and sell, death in service, income protection and private medical. With the advantage of working in a close knit, personal, boutique financial planning personal team.
Please get in touch with Chez Rudiak to discuss a much more detailed job description/ specification.
Chez.firstname.lastname@example.org / 02380828606