Wealth Planning Admin Specialist (9-Month Contract)

Lime Professional Services; United Kingdom; On-site; GBP 30,000 - 40,000; Full time

Job summary

An investment management firm in Harrogate seeks a Financial Planning Support professional for a 9-month maternity cover role. You will serve as the point of contact for clients, manage investments, and maintain the back-office system. The ideal candidate has 1-3+ years of relevant experience and familiarity with various client management systems. This position requires strong organizational skills and the ability to manage multiple tasks effectively, providing essential support to advisers.

Qualifications

• 1-3+ years experience in Financial Planning support.
• Familiarity with online platforms like AEGON, Transact.
• Experience working with CRM systems like Intelliflo.

Responsibilities

• Be the point of contact for client and third-party queries.
• Process and manage new investments and policies.
• Maintain the back-office system with client portfolio details.

Skills

Experience with Client Management systems

Diary management

Ability to process client queries

Education

Level 4 Diploma in Financial Advice

Tools

Intelliflo

AEGON

Transact

AJ Bell

Job description

An investment management firm in Harrogate seeks a Financial Planning Support professional for a 9-month maternity cover role. You will serve as the point of contact for clients, manage investments, and maintain the back-office system. The ideal candidate has 1-3+ years of relevant experience and familiarity with various client management systems. This position requires strong organizational skills and the ability to manage multiple tasks effectively, providing essential support to advisers.