End-to-End Administration Role
1 week ago
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
About Us
Financial Divisions is a boutique IFA firm providing financial advice to HNW retirees, City professionals, and families with varying levels of assets. We are committed to providing the highest levels of advice and support to our clients.
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