Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative Financial Planning firm is keen to attract a dedicated and enthusiastic Client Support Administrator to join their team.
Providing support to a Senior Advisor, your role will be to act as the first point of contact for Client queries and ensure that all the relevant information is obtained. You will liaise with the Paraplanning team to ensure the reports and documentation are produced in a timely manner. You will oversee the accuracy of the reports and assist where required to manage the production of technical requirements. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm’s compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning.
The successful applicant will come from a Sales Support or Administration role, ideally with exposure to the IFA market. You must possess strong technical knowledge covering Pensions and Investments and have experience of dealing with Administration and Annual Reviews. Progress with professional qualifications is preferred. You will have strong IT and communications skills.
This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development.
Sales Support, Administration, Client Management, Pensions, Investments, IFA, Financial Planning, Wealth Management
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