Financial Administrator (SJP) - London

Artemis Recruitment Consultants Ltd; London; On-site; GBP 28,000 - 35,000; Full time

Job summary

A well-established recruitment firm seeks a Financial Administrator in London to provide essential paraplanning and administration support to wealth advisers. The role offers opportunities for progression into an Advisory position. Candidates are expected to have a background in financial planning and administrative tasks.

Qualifications

• Previous administrative and paraplanning experience required.
• Experience in the Pension Switch market and IHT or Investment products.
• Proficient in Microsoft Office.

Responsibilities

• Provide vital paraplanning support to the team of wealth advisers.
• Prepare recommendation reports for client meetings.
• Ensure high worth investment transactions are carried out accurately.

Skills

Technical Support

Research

Client Management

IT Skills

Education

CII exam results or Level 4 qualified in Financial Planning

Tools

Cashcalc

Salesforce

FE Analytics

Job description

Type of Position: Financial Administrator (SJP) - London
Pay: £28k - £35k
Reference: Mayfair1

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 and 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

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