About this role
Financial Planning AdministratorCity of London offices (Near Bank Tube Station)Salary up to £43k plus benefitsWorking in the pod of an adviser with £80m AUM4 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.