Financial Planning Administrator - London, United Kingdom - Brevere Group

Brevere Group

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

New year and looking to take your financial planning administration career to the next level? This role would suit an experienced IFA administrator looking to support the busiest Adviser at this national firm.

After continued growth and development this leading financial services organisation is looking to bring an experienced and enthusiastic wealth management support professional on board to advance their career.

Duties for this role will include:

To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
To deliver high standard administrative support and customer service within the financial services team in line with company strategies, policies and procedures.
Ensure new business is packaged up accurately and passed across to Business Support Team Manager
Arranging meetings with clients on behalf of the Financial Planners
Prepare for meetings by pulling together all mandatory documentation
To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers
To ensure clients are offered a review meeting at least once a year as per our procedures.
Collating & updating client personal fact find information

You will have:

Organised with the ability to multitask.
Can do attitude
Working knowledge of the regulated Financial Services Industry
Previously worked in a Financial Services administration role so have some familiarity with the terms used.
Experience with IO would be an advantage

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients.

In return, you will receive a generous basic package andthe support to develop your skills and further your career.

Hybrid working is offered after training.