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Financial Services Practice Manager Administrator

2 months ago

Amersham, Buckinghamshire, United Kingdom Reed Full time
Financial Services Practice Manager Administrator

We are seeking a highly skilled Financial Services Practice Manager Administrator to join our team. As a key member of our team, you will be responsible for providing administrative support to our Financial Advisors and Paraplanning team.

The ideal candidate will have a minimum of 5 years experience in a similar role, with a strong background in pensions and investment administration. You will be responsible for completing suitability reports, conducting research, and managing client relationships.

Key Responsibilities:

  • Complete suitability reports using templates
  • Conduct research and analysis
  • Manage client relationships and communications
  • Collate and maintain client data
  • Provide administrative support to the Financial Advisors and Paraplanning team

Requirements:

  • Minimum 5 years experience in a similar role
  • Strong background in pensions and investment administration
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer:

  • A competitive salary linked to your skills and experience
  • A dynamic and supportive work environment
  • Opportunities for professional development and growth

We are an equal opportunities employer and welcome applications from all qualified candidates. If you are a motivated and experienced Financial Services Practice Manager Administrator looking for a new challenge, please apply today.