A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Farnborough.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Dynamite Recruitment are partnering with a chartered financial planning and wealth management firm on the recruit of a Financial PLanning Administrator to join their team, supporting a Senior Financial Advisor !
As a Financial Planning Administer you will be working closely with your assigned advisor to support their workload .
This role can offer plenty of progression if desired, and support towards qualifications
You will be experienced within a EB administration role and be competent in most aspects of GPP, GIP, DIS, PMI and auto enrollment.
This would suit a ambitious individual who has started their studies towards the Level 4 Diploma in Financial Planning.
Established wealth management practice with a team of highly qualified and experienced employee benefit advisers and financial planners and who service both private and corporate clients nationally are expanding their Whiteley office.
The successful candidate will be responsible for providing front-line support in relation to processing all daily incoming compliance queries logged through the helpdesk and ensure the firm, and individuals within the firm, practise and promote the highest standards of legal and regulatory compliance, promoting the reputation of the firm and advancing thinking on risk management.
This is a newly created position for a Compliance Helpdesk Administrator to join our compliance team, reporting directly to the firm's Legal Risk & Compliance Manager on a daily basis.