My client is a Chartered Financial Planners, who provide holistic financial advice for their clients and are now looking to provide additional support to our growing team of Financial Advisers.
An excellent opportunity has arisen for a Business Administrator to join the team and work closely with the senior partner
Collating client information
Organising client reviews
Managing cases to completion and working with internal processing systems
You will be given full training on the relevant IT systems, so proficient IT skills are necessary.
IT proficient and professional individual
Ideally, you have been working for a Wealth Management Practice or Financial Services company and have experience of the administration of either Pension, Investment or Protection products.
Alternatively, you have a degree in Business Administration or similar.
You have excellent communication skills and are highly organised. You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion.