Private Client Support Assistant

3 days ago


London, Greater London, United Kingdom Dynamite Recruitment Solutions Ltd Full time

An exciting opportunity has emerged for a skilled and enthusiastic individual to join a thriving Independent Financial Planning Practice in Surrey as a Private Client Administrator and PA to the Managing Director.

About the Job
  • Ensure accurate maintenance of client data.
About the Team

We are open and flexible on our requirements for this role. Whether you are newly qualified, looking to step into financial planning, or a recent graduate, a good attitude and passion for the industry are very welcome. Someone experienced in Administration within Financial Planning looking for a long-term secure role would be welcomed.

  • Strong understanding of investments, pensions, protection for High Net Worth Individuals, Trusts, and Corporates including the underwriting process.
  • Ideal experience using Intelligent Office (back office system).
  • Skilled in Microsoft package and general IT skills.

£30,000 - £40,000 (dependent on experience)



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