Client Services Administrator

Financial Planning Administrator City of London offices (Near Moorgate) 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 on offer 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 C ontact Peter at Financial Divisions for more informaton