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Administrative Support for Wealth Planning Firm

2 months ago

Basingstoke, Hampshire, United Kingdom Financial Divisions Full time

About the Role

We are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will provide end-to-end administrative support to our 4 Advisers, ensuring the smooth flow of administrative tasks within the business.

Key Responsibilities

  • Drafting and sending letters of authority (LOAs) and letters of variation (LOVs)
  • Creating meeting packs and updating the internal CRM
  • Answering client queries and communicating with providers and other stakeholders
  • Performing ad hoc administrative tasks as required
  • Opportunity to do some paraplanning work with support from the Directors

Requirements

  • At least 2 years of administration experience in a wealth planning firm
  • Excellent communication and organizational skills
  • Ability to work independently and as part of a team
  • Basic salary of £30k - £35k depending on experience levels

About Us

Financial Divisions is a boutique IFA with a reputation for providing high-quality financial advice to clients across the UK. We are a genuinely independent advice firm with no plans to sell or be acquired by a large consolidator firm.