Financial Planners Assistant

TN United Kingdom; London; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking an Experienced Sales Support Administrator to join their dynamic team in London. This role offers the opportunity to work closely with exceptional Independent Financial Advisors (IFAs) while providing essential administrative support. As the business expands, you will be encouraged to pursue RO qualifications, paving the way for potential career advancement into Paraplanning. With excellent salary prospects and opportunities for professional growth, this position is perfect for those looking to elevate their career in a supportive environment.

Qualifications

• Experience in providing administration support in a financial services environment.
• Desire to progress towards RO qualifications and Paraplanning.

Responsibilities

• Processing new business applications and chasing outstanding information.
• Assisting Paraplanners and dealing with external companies.

Skills

Administration Support

Communication Skills

Organizational Skills

Research Skills

Education

RO Qualifications

Job description

Our client, a UHNW Family Office based in London, is seeking to recruit an Experienced Sales Support Administrator to join their busy and growing team due to expansion and increased business levels.

You will be working alongside some exceptional IFA's, providing excellent administration support. Your duties will include:

1. Processing new business applications
2. Chasing outstanding information
3. Research reviews and renewals
4. Dealing with external companies
5. Assisting the Paraplanners

You will be encouraged to progress towards RO qualifications, and the role could develop into a Paraplanning position in the future. The ideal candidate will currently be working as an IFA support and looking to advance their career.

Excellent salary and career progression opportunities are on offer.