Financial Planning Administrator - London, United Kingdom - Artemis Recruitment Consultants Ltd
Description
Our client is looking 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 houses a friendly,supportive, and collaborative working environment with a fresh approach allowing them to offer clients more time and attention to ensure their financial plans match their aspirations.
Responsibilities:
Ensuring the back office is up to date
Preparation of reports, enclosures, and letters
Preparation of meeting packs
Banking administration
The production of management information reports
Experience:
Financial Services: 3 years (preferred)
Benefits:
Casual dress
Company events
Company pension
Flexitime
Life insurance
Private medical insurance
Work from home
Schedule:
8 hour shift, Monday to Friday
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