Senior Financial Planning Coordinator
4 weeks ago
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The Company
A prestigious boutique Wealth Management firm servicing Financial Planning needs of HNW clients.
The Role
The Senior Financial Planning Administrator will play an integral role within this prestigious Wealth Management firm, being responsible for all client and team support activities providing administrative support to the team, while acting as a key contact for HNW clients.
Responsibilities include:
1. Client onboarding and offboarding, account opening, payment and valuation requests.
2. Providing daily support with various ad-hoc business projects.
3. Taking ownership of all client/adviser related activities and maintaining accurate records.
4. Replying to clients, organizing meetings for advisors, and preparing review packs and pre-meeting materials.
5. Booking rooms, travel, and managing the team diary.
6. Conducting research for the financial advice process.
The Candidate
At least 5 years' experience working in a Financial Planning / Wealth Planning administrative or client support role within an IFA or Wealth Management business.
A good understanding of pensions and other financial products.
CII/CISI relevant qualifications or working towards.
Ability to work in a small team and roll sleeves up with all tasks.
About JJ Search
JJ Search is a leading recruitment agency specializing in Financial Planning and Wealth Management roles.
We understand the complexities of the industry and are dedicated to providing exceptional recruitment services to our clients and candidates.
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