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REMOTE ROLE - 1 DAY IN THE OFFICE PER WEEKFinancial Planning AdministratorCareer Administrator or Route to ParaplanningCity of London Offices (near Cannon Street Station)Boutique financial advice firm working with HNW clients£30k - £40k plus bonusesMy client is a wealth planning practice with offices in the City of London who have been operating for 10+ years. They are a boutique firm with 2 Advisers and working with HNW & UHNW clients. They have an excellent reputation providing very solid financial advice to both private and corporate clients who lives in London, Kent, Surrey, Sussex & Hampshire.The Managing Director is seeking to recruit a brand new Financial Administrator who can work remotely but come to the office in the City of London 1 day per week. Typical duties will include writing letter of authority and valuation, speaking to customers on the phone, scheduling client reviews and preparing documentation for any reviews/meetings, collecting data from product providers, process and submit new business to providers and ensure applications are completed accurately. Ensure agreements, including fee schedules, are in place and signed, documented, and saved and that all records are up to date, amongst others. Full training will be provided. A broad range of experience and knowledge across a variety of financial products will be advantageous (Pensions, Investments, Protections etc.) They use a variety of platforms including AJ Bell, Avivia, Transact, Aberdeen, Quilter etc.
The role would suit a Career Administrator but if you aspire to be a Paraplanner they can offer this route, or even in the very long term a Financial Adviser and they will provide full training and study support. The MD is looking to offer £30k - £40k basic salary with an attractive benefits package and extensive flexibility.
If this role sounds of interest or any other roles I am working on please get in touch.
