FINANCIAL ADMINISTRATOR (SJP) - LONDON

Artemis Recruitment Consultants Ltd; City of Westminster; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading recruitment consultancy is seeking a Financial Administrator in London. The role involves providing critical paraplanning and administrative support to wealth advisers, with opportunities for progression into advisory roles. Candidates must have prior administrative experience, hold a Level 4 qualification in Financial Planning, and be familiar with financial research systems. Excellent IT skills and a proactive approach are essential.

Qualifications

• Experience in paraplanning and administration roles is required.
• Must hold Level 4 qualification in Financial Planning or show CII exam results.
• Familiarity with major financial research systems is necessary.

Responsibilities

• Provide paraplanning support to wealth advisers.
• Research financial planning solutions and investment strategies.
• Prepare recommendation reports for clients.

Skills

Paraplanning experience

Research skills

Technical support

Client management

IT skills

Education

Level 4 qualified in Financial Planning certificate

CII exam results

Tools

Cashcalc

Salesforce

FE Analytics

Job description

We are looking for a Financial Administrator for our clients based in the heart of London. You will be providing vital paraplanning and administration support to a team of wealth advisers. There is also the potential to progress into an Advisory role within the firm in the future, if that is something the candidate would want.

Responsibilities

• Provide vital paraplanning support to the team of wealth advisers
• Research products, financial planning solutions and investment strategies
• Prepare recommendation reports for client meetings
• Provide a high level of technical support
• Assist advisers with client management
• Provide advisers and clients with technical reports and information
• Ensure high worth investment transactions are carried out accurately

Experience and qualifications

• Previous administrative and paraplanning experience required
• Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate
• Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics etc)
• Experience of the Pension Switch market
• Experience of administration of IHT or Investment products
• Excellent IT skills and proficient in Microsoft Office