Financial Administrator
4 weeks ago
**plus excellent benefits**
My client, based in the Brighton area, provides specialist first class advice on a variety of wealth management aspects to clients in the Sussex and London areas. Supported by a professional team the Advisers provide a range of Financial advice to both PrivateClients and Corporates. Due to increased volumes of enquiries, they are looking to offer this opportunity to an experience Financial Administrator with already qcquired wealth management experience
Opportunity Highlights
- Experienced Finance Administrator with wealth management background
- Supporting 2 of the firms highest billing Financial Advisers
- Onboarding of Clients,
- Building and maintaining Client relationships,
- Producing Letters of Authority,
- Suitability reporting,
- Liaising with providers,
- Preparing illustrations
- Presenting documentation for meetings,
- Managing Adviser diaries
To discuss your suitability for this role, please call Sarah Austin-Peggs
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