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Financial Planning Specialist
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Financial Administrator to Paraplanner
2 months ago
Boutique Financial Services Firm Seeks Experienced Administrator
Our client is a reputable financial advice business with a long-standing reputation for providing high-quality advice on pensions, investments, retirement planning, tax planning, inheritance tax, trusts, mortgages, and some protection products to high net worth individuals and families across the UK. The business has a team of experienced advisers and a full team of administrators and paraplanners who work with a portfolio of clients with varying levels of assets. The minimum capital requirement for a client is £500,000, and the top clients have over £5 million to invest. The business has grown organically over its lifespan and plans to continue its expansion plans by increasing its assets under management through recommendations and referrals with local clients. The business is genuinely independent and has no plans to sell or be acquired by a large consolidator firm.
A vacancy has been created within the business for a Financial Administrator to support the advisers on end-to-end administration. The role will suit an experienced Financial Administrator with at least 2 years of administration experience who is well-versed in end-to-end administration in a wealth planning firm. However, if you aspire to step into a more technical role in good time, the directors are happy to support you with this. The role will be based in the office during your induction and onboarding, and you will be allowed to work from home on occasion.
You will be allocated a selection of advisers to support and administer on their behalf, providing end-to-end administrative support. Your duties will include, but are not limited to:
- Drafting letters of authority and letters of verification
- Creating meeting packs
- Answering client queries
- Speaking to providers and other stakeholders
- Updating the internal customer relationship management system and any other ad-hoc administrative tasks to help the smooth flow of the support function within the business
You will have the opportunity to do some paraplanning work if you choose to do so, and the directors will aid you with industry exams. A very secure and rewarding role is on offer with an excellent benefits package. The directors are looking to offer between £30,000 - £35,000 basic salary depending on your experience levels.
About Financial Divisions
Financial Divisions is a leading provider of financial services recruitment solutions. We work with a range of clients across the UK, from boutique financial services firms to large-scale financial institutions. Our team of experienced recruiters has a deep understanding of the financial services industry and is dedicated to finding the best talent for our clients.
