Financial Planning Administrator - London (hybrid)
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- England,London,City of London
- Full Time, Permanent
- Salary negotiable
Job Description:
Full job descriptionFinancial Planning Administrator - London (hybrid)
This London based Chartered IFA practice is currently seeking a Financial Planning Administrator to join its team.
In this role you will provide administration support to financial advisers in the firm and their paraplanners. The role will include maintaining client records and updating the database, processing new business, and helping to implement financial advice and recommendations for clients.
In addition you will be involved in preparing basic reports and client documentation, liaising with clients, product providers and other third parties.
Ideally you will have at least 2 years financial planning administration experience and have experience using IO (Intelligent Office).
Basic salary up to £40,000 + benefits.
This London based Chartered IFA practice is currently seeking a Financial Planning Administrator to join its team.
In this role you will provide administration support to financial advisers in the firm and their paraplanners. The role will include maintaining client records and updating the database, processing new business, and helping to implement financial advice and recommendations for clients.
In addition you will be involved in preparing basic reports and client documentation, liaising with clients, product providers and other third parties.
Ideally you will have at least 2 years financial planning administration experience and have experience using IO (Intelligent Office).
Basic salary up to £40,000 + benefits.
Job number 4213704
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