Senior Financial Planning Administrator
2 weeks ago
Are you an experienced wealth administrator, looking for a new senior role in a dynamic and supportive environment?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Directors.
Duties for this role will include:
- To obtain current fund values for investments and create reports from this information for customers in accordance with their expectations, in order to maintain customer satisfaction
- To support the production of pensions, life and investments valuations and quotes using established Company procedures and formats in order to help meet deadlines, customer needs and regulatory requirements
- To carry out various research activities to assist in the advice process with clients.
You will have:
- Experience in pensions and/or investments administration
- Extensive product knowledge
- Excellent organisational skills
- Knowledge and experience of using computers and a variety of general software packages
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients.
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