Senior Administrator - Financial Planning

Are you a Superstar? Are you the glue that holds everything together? If so, we would like to hear from you. A new role has arisen for a skilled and experienced Senior Administrator within a firm who specialise in delivering bespoke Wealth Management Solutions to HNW Clients? This role is not for the feint hearted as this is a pivotal role within the department Our client is a leading Wealth Management firm.

They provide specialist Pension, Tax, Estate, Protection and Investment advice to HNW clients and, due to continued success and growth; they are looking to appoint a Senior Administrator to join their team.

Your role will be to provide full administrative support to a Director.

Your role will be to deal with complex and sophisticated clients, manage cases and deal with providers. You will manage to submission of business to the relevant parties and ensure all information and compliance requirements are fully adhered to. In short….you will be the glue that holds everything together! Applications are invited from skilled Administrators with in depth knowledge of Pension and Investment planning.

Experience of dealing with a full range of Financial Services products is essential. You must have an eye for detail with strong written and verbal communication skills. Progress with professional qualifications is beneficial. This role will suit a skilled Administrator who is keen to be part of a highly professional team within an award winning Holistic Financial Planning firm in Central London.

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