Financial Planning Administrator - London, United Kingdom - Artemis Recruitment Consultants Ltd

Artemis Recruitment Consultants Ltd
Artemis Recruitment Consultants Ltd
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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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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