We are looking for a Financial Planning Administrators to join a wealth firm based in the central London.
Ideal candidate will have 2 years experience in financial planning or wealth, supporting advisers in day to day work.
Hybrid position paying up to £35,000.00, full study support via CII provided
Duties include:
- Client meeting preparation including issuing letters of authority and collating information for Financial Planners.
- Preparing valuations and mailings.
- Assist in product research and information gathering.
- Obtaining illustrations from product providers.
- Processing new business applications, checking all compliance aspects and chasing them through to completion.
- Dealing with existing business queries.
- Producing client review packs for Financial Planners.
Please apply for further details
PLEASE NOTE IT IS ESSENTIAL THAT YOU HAVE RELEVANT FINANCIAL PLANNING EXPERIENCE TO DO THIS ROLE.
Salary: £30,000.00-£35,000.00 per year