WEALTH ADMINISTRATOR (SJP) - LONDON

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

Job summary

A recruitment agency is seeking a Financial Administrator in the heart of London. This role involves providing vital paraplanning and administrative support to wealth advisers, including researching financial solutions and preparing client reports. The ideal candidate will have prior administrative experience and knowledge of financial planning. This role also offers the potential to progress into an advisory role within the firm. Excellent IT skills and proficiency in Microsoft Office are essential.

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.

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.

Skills

CII exam knowledge

Research systems familiarity

Excellent IT skills

Microsoft Office proficiency

Education

Level 4 qualified in Financial Planning certificate

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 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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