Financial Planning Administrator - London, United Kingdom - Blakemore Recruitment

Blakemore Recruitment

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Our client a holistic approach to wealth management which means that we
integrate financial planning with investment management. They pride themselves on their client-centric
approach.

The team of advisers are highly trained and have outstanding knowledge and experience.
They focus of providing advice that helps clients to achieve their lifetime goals.

They are looking for a financial Planning administrator to join the team supporting them and be part of their growing business based in Central London.

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The Opportunity_
They are looking for a financial Planning administrator to help the team deliver an exception service to clients.
You will be part of a friendly close-knit team with the opportunity of hybrid working, 50% office and
50% home based.

This is a fantastic opportunity for a financial Planning administrator/ IFA Sales Support Administrator to come on board and share their knowledge and continue their development within a growing business.

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Duties Include_

Providing a high standard of support for advisers
Preparing for a client meeting
Processing new business
Maintaining client records
Anti money laundering checks
Be a point of contact for Advisers and Paraplanners for technical administrative queries
Building strong relationships with clients and acting as a point of contact to answer their administrative queries.
Adhere to FCA regulations and internal policies

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What is needed to be considered_

Be competent in pensions and investments, cashflow forecasting, retirement income planning, inheritance tax planning and alternative investments such as VCTs and EISs

Be able to provide compliant and detailed research and technical analysis to support the
advice given by the Financial Planners.

Have a high degree of accuracy and attention to detail in both your written and numerical work

At least 2+ years' experience within financial service industry