Financial Planning Administrator
4 days ago
As a Key Team Payer with the ability to multitask, your day will be based around the following tasks-- Providing dedicated administrative support to 2 Financial Advisors and their paraplanners
- Processing new Business
- Assist with development of the financial planning process
- Liaising with providers and clients
- Basic report writing
- Demonstrating an awareness of compliance, regulations and procedures
- Following internal disclosure procedures
You will have the following attributes
- 2 years’ experience with a wealth management firm
- Possess a professional and friendly approach to Clients
- Show the ability to work unsupervised
- Demonstrate the ability to meet deadlines in an organised manner
- Be passionate about their work
- Be an active studier ( RO Exams)
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Financial Planning Administrator
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Financial Planning Administrator Progressive
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Financial Planning Administrator
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