• Financial Planning Administrator
• City of London offices (Near Bank Tube Station)
• Salary up to £43k plus benefits
• Working in the pod of an adviser with £80m AUM
• 4 days in the office per week

- Seeking an experienced Financial Planning Administrator

- Training to become a paraplanner and thereafter an adviser

- 3+ years of experience required as a minimum in administration

- Working in a team of other Financial Administrators, reporting into Office Manager

- Technical Administration duties on whole of market financial products

- LOA/LOV’s, answering queries from providers and clients

- Database management and contributing to smooth running of the support team

- Processing all new business and onboarding new clients

- AML checks and other credit checks

- Independent wealth planning firm with offices across the UK

- I have met the Directors and placed 20+ members of staff with them

- They offer whole of market financial advice

- HNW retirees, accumulators, local families and SME owners

- Clients with assets ranging from £150k - £50m.

- Pensions, investments, tax planning, cashflow modelling, retirement planning

- Some esoteric schemes such as VCT & EIS schemes.

- Very longstanding relations with accountancy and solicitor practices

Contact Peter at Financial Divisions for more information.