Senior Administrator - Financial Planning

Brevere Group; Greater London; On-site; GBP 35,000 - 45,000; Full time

Job summary

Brevere Group in Central London is seeking a Senior Administrator to provide comprehensive administrative support to a Director, handling complex client cases and coordinating with providers to ensure smooth submission of business and strict regulatory compliance. You will play a pivotal role within a high‑caliber Wealth Management team.

The role is suited to an experienced Administrator with deep Pension and Investment planning knowledge, excellent written and verbal communication, and a

Qualifications

• In depth knowledge of Pension and Investment planning.
• Experience with a full range of Financial Services products.
• Eye for detail with strong written and verbal communication skills.
• Progress with professional qualifications is beneficial.

Responsibilities

• Provide full administrative support to a Director.
• Deal with complex and sophisticated clients and manage cases.
• Liaise with providers and ensure submission of business to relevant parties.
• Ensure information and compliance requirements are fully adhered to.

Skills

Attention to detail

Written communication

Verbal communication

Pension knowledge

Investment planning

Job description

Are you a Superstar? Are you the glue that holds everything together? If so, we would like to hear from you.

A new role has arisen for a skilled and experienced Senior Administrator within a firm who specialise in delivering bespoke Wealth Management Solutions to HNW Clients? This role is not for the feint hearted as this is a pivotal role within the department

Our client is a leading Wealth Management firm. They provide specialist Pension, Tax, Estate, Protection and Investment advice to HNW clients and, due to continued success and growth; they are looking to appoint a Senior Administrator to join their team. Your role will be to provide full administrative support to a Director. Your role will be to deal with complex and sophisticated clients, manage cases and deal with providers. You will manage to submission of business to the relevant parties and ensure all information and compliance requirements are fully adhered to. In short .you will be the glue that holds everything together!

Applications are invited from skilled Administrators with in depth knowledge of Pension and Investment planning. Experience of dealing with a full range of Financial Services products is essential. You must have an eye for detail with strong written and verbal communication skills. Progress with professional qualifications is beneficial.

This role will suit a skilled Administrator who is keen to be part of a highly professional team within an award winning Holistic Financial Planning firm in Central London.

Sales Support, Pensions, Wealth Management, Investment, Financial Advice, Retirement Planning,

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