Wealth Management Financial Administrator

2 weeks ago

London, United Kingdom Financial Divisions Full time

Wealth Management Financial Administrator

£25k and 25 days holiday and benefits

Looking for a role in Financial Services??

Looking for a company that offer you career progression?

Looking for a reputable firm who can offer stability

READ ON

We are presently recruiting for a Financial Administrator within a team we have previously recruitment for. The Chartered Financial planner with over 17 years ago and runs their larges book of clients within this exceptional business. He has an AUM is £200macross 300 of clients including High Net Worth individuals and Corporate Schemes. A present the team is one senior paraplanner, a client support manager and two administrators. One of the administrators has been promoted within the business and therefor aneed for a new administrator.

Duties of the role will include the full administrative Assist with the preparation of outstanding financial advice on investments, pension planning, inheritance tax and estate planning, in an efficient manner. Support Client Relationship Managers and SeniorFinancial Planners/Financial Planners to execute client relationship strategy

They are looking for an individual who is looking to start in the Finance industry as an administrator or has a year or so experience. You will thrive working in a team and is a good people skill can do attitude and exceptional attention to detail.

Salary package of up to £25kpa, with employee benefits such as pension, DIS, 25 holidays pa and their birthday off in addition.

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