The role holder will provide support to members of the Wealth Planning team, diary management and travel arrangements, as well as administrative support.
The Wealth Planning Assistant will work proactively and resourcefully, providing support to the Wealth Planning Team.
Posted by Financial Divisions • £28K/yr to £30K/yr
Excellent Benefits- 30 days annual leave plus PMI, DIS and pension scheme
The business has 20 staff with 5 Advisers and a full team of admins and paraplanners who work with HNW retirees, City professionals, families with varying levels of assets.
Our client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across London and Southeast.
To provide full administrative support to Financial Planners, ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To build relationships with clients and maintain regular contact.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
We are partnering with a highly regarded professional services firm based in London to recruit a Financial Planning Administrator.
About the Firm
They are committed to creating a positive and engaging work environment and place significant emphasis on their private client and financial planning arm.
This firm is known for its comprehensive range of services, including accounting, tax advisory, and consulting solutions.
Posted by Blakemore Recruitment • £40K/yr to £45K/yr
General
We are currently recruiting for a small Financial Planning practice based in London who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm.
The company is based in the City near Liverpool Street station.
Key Contributions
Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
Our clients - a wide-range of professional membership organisations, charities, and public sector bodies - are looking to recruit experienced administrators, with focused roles in event coordination, executive support, customer service, and HR.
Successful candidates will have demonstrable experience of working in a fast-paced office environment, providing administrative support to stakeholders including internal senior management and key external contacts.
Excellent communication skills, written and verbal, and the strong organisational skills to manage multiple and tight deadlines will be essential requirements for these roles, starting from entry-level positions to more senior roles.
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