Financial Services Administration
to c£23,000 pa + benefits
Financial Planning Administrator (Client Services Associate)
Castle Donington (our ref AL1044) flex working partly from home available
Salary to £23,000 + benefits
An exciting new vacancy for an individual with experience of the Wealth Management industry. You will be joining one of the leading financial planning firms in the UK; not only are they the International Advisers Best Adviser Firm 2020, they are also the Sunday Times 8th Best Company to Work For.
What you will be doing
Supporting and working with the Paraplanners and Relationship Managers you will play a huge part in delivering a best in class service to our clients. You will also be working alongside the Portfolio Team to co-ordinate and manage the administration of clients assets and implementation of new advice.
You will have responsibility for clients data and information, making sure you are always up to date and ready to be able to deliver a fantastic service.
Some of what you can expect day to day includes:
A bit about you
What's in it for you...
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.