Are you an experienced financial planning administrator, looking for a new role in a dynamic team, with hybrid working with up to 4 days from home.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
You will be responsible for gathering and maintaining client information and for implementing the recommendations in your clients' financial plans, turning them into a reality, and the administration of the ongoing service relationship to ensure they remain on track to achieve their goals.