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 the Financial Advisers and Paraplanning team.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Posted by Service Care Solutions - Legal • £210/day to £220/day
Key Responsibilities
Financial Reporting:.
General
To play a pivotal role in the Pension Investments Management Team, contributing significantly to the investment strategy of the Worcestershire County Council Pension Fund (WPF).
The role involves financial oversight, investment reporting, and collaboration on Responsible Investment and ESG issues.