Administrator - Financial Planning

4 weeks ago

City of London, United Kingdom Brevere Group Full time

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment witha client centric approach? If the answer to these questions is yes, this could be the ideal role for you.

Due to continued success in providing fee based advice to HNW clients, this successful IFA practice requires a professional and proactive Sales Support Administrator to provide holistic support to a Senior Wealth Manager and Paraplanner, you will act asthe initial point of contact for client queries and well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first class service is provided to internal and external parties. Your workwill cover Investment, Pension, Tax and Protection planning.

This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients.

In return, you will receive a generous basic package and the support to develop your skills and further your career.

Sales Support Administrator, Administration, Financial Planning, Financial Services, Wealth Management, HNW, Holistic Financial Planning, New Business, Client Service.

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