Route to Paraplanner (Wealth Management)
Salary up to £45,000 (DOE), Excellent Benefits & Progression
Offices Based Near Harrow (Northwest London)
Do you have a lot of SJP experience and are you an experienced professional? My client, a top SJP practice that specialises in customised wealth management solutions, is seeking a Senior Financial Administrator with a high level of expertise. My client is well-known for their client-focused approach and offers a variety of services, such as retirement planning, investment planning, and financial consulting, all of which are customised to each client's specific objectives. With the use of extensive paraplanning, administrative, and compliance resources, they place a strong emphasis on creating enduring connections and providing top-notch service.
Joining a vibrant team and providing outstanding service to clients with assets ranging from £2,000 to several million will be to clients with assets ranging from £2,000 to several million will be your responsibilities in this position. Managing end-to-end client reviews, speaking with clients directly, managing disinvestments, and making sure case management runs smoothly by updating review systems.
Duties include- Senior Financial Administrator:
- Client Servicing
- End-to-End Review
- Case Submission and Planning
- Client Management
- Meeting Coordination
To excel in this Senior Financial Administrator position, you must have solid SJP experience, a strong administrative and paraplanning background, and excellent client servicing skills.
If you're ready to take the next step in your career, please contact Sam at FD to discuss this opportunity further.