Financial Planning Consultant - Guildford, Surrey, United Kingdom - JJ SEARCH LIMITED
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Description
28-35K Salary (depending on experience)A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals
This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management environment.
The Financial Planning Administrator will have financial planning / IFA client services experience and will provide a high level of support to a team of Financial Advisors.
The Financial Planning Administrator will liaise and communicate successfully with external clients, internal key stakeholders , Insurance Companies and External Platform Providers, Investment Managers.
The Financial Planning Administrator will provide support to assist the Financial Planning Team in reaching new business and provide support to the relevant Financial Adviser or Wealth Consultant in detailed research (quotes, product selection and existing product review) in preparation of recommendations/review reports.
The Financial Planning Administrator will perform CRM database administration and will assist with diary management, preparation of valuations, compliance documents and application packs.
Good knowledge of financial planning, such as products like pensions and investments.
Strong time management skills and able to meet deadlines
Knowledge of Advanced Microsoft Word/Excel/Outlook, with CRM database experience (Intelliflo, or similar)