Financial Planning Administrator - London

Artemis Recruitment Consultants Ltd; London; On-site; GBP 30,000 - 35,000; Full time

Job summary

A boutique wealth management firm in London seeks a Financial Planning Administrator to support a team of Chartered Financial Planners. The role involves maintaining back office operations, preparing reports, and ensuring efficient client service within a collaborative environment.

Benefits

Friendly and supportive work environment

Exposure to various financial sectors

Qualifications

• Experience in financial administration or a related field is beneficial.
• Ability to work collaboratively within a team.
• Strong organizational and multitasking skills.

Responsibilities

• Ensuring the back office is up to date.
• Preparing meeting packs and reports.
• Handling banking administration.

Skills

Attention to detail

Client communication

Report preparation

Job description

Type of Position: Financial Planning Administrator - London

Pay: £30k - £35k

Our client is looking for a Financial Planning Administrator to join their expanding team of Chartered Financial Planners in London. They are a boutique wealth management firm based in one of London’s most diverse, creative, and vibrant areas.

As a Financial Planning Administrator, you will support a team of three, working with an experienced financial planner, paraplanner, and relationship manager, with exposure to family law, estate planning, and trust corporation. Our client offers a friendly, supportive, and collaborative working environment with a fresh approach, allowing them to give clients more time and attention to ensure their financial plans align with their aspirations.

Responsibilities:

1. Ensuring the back office is up to date
2. Pre-populating product and service application forms and adviser charging authorities
3. Preparing reports, enclosures, and letters
4. Preparing meeting packs
5. Banking administration
6. Producing management information reports

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