Financial Planning Administrator - Large Wealth Manager
Financial Divisions are currently working with a market leading Wealth Management firm seeking to grow their support team for their Financial Planning division by adding a Financial Planning Administrator to the team.
- As Financial Planning Administrator you will be responsible for initial client fact finds, client supports and production of client letters as well as supporting the Paraplanners in producing suitability reports.
- Despite the firms restricted investments they offer a diverse variety of options for clients so understanding and research products will be a key part of the role.
- As Financial Planning Administrator you will have strong experience working in a wealth management or financial planning environment in an administrative role and ideally will have started certificate or diploma level examinations in financial planning.
- The firm offer strong progression opportunities and their growth plans can accommodate a route through to Adviser.