Financial Planning Administrator

The opportunity for a brilliant Financial Planning Administrator to join a full service wealth management house who provide a personal, independent and bespoke wealth management service to high net worth clients. The company are very much a 'new model' financial services business operating across both retail and corporate sectors.

Responsibilities:

• Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
• Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner
• Liaise with providers and third parties, to obtain any information that may be needed

Skills:

In order to be considered for this unique opportunity, candidates need to have -

• Previous experience within a Financial Planning role
• Professional communication manner, both written and verbally
• Any Financial Services qualifications are desired