Financial Planning Administrator

Financial Planning Administrator

Leeds - £ depending on experience

A leading Wealth Management firm who has offices across the UK are looking to recruit for their growing financial planning support team.

This is an excellent opportunity to join a company who have a proven track record in training & development. They offer the opportunity to study professional qualifications and develop your career in a company who always looks to and prefers to promote from within.

The company also has an excellent reputation, and a strong flexible benefits package and working culture.

Specifics of the role include -

• Process new business requests ensuring application forms and client correspondence is correctly completed and recorded.
• Liaise with third party providers, update clients on business processing timescales.
• Respond to client correspondence, resolve queries and highlight any areas that need addressing
• Assisting advisers with meeting preparation including annual reviews and client packs.
• Process investment trades, transfers and withdrawal requests.
• Onboard new clients.
• Assist the paraplanning and financial advisory teams with day-to-day client management and client administration.
• Assist the adviser with other business and client meeting planning as required.

This is a good career opportunity for someone with previous financial adviser support experience who is looking to continue and develop your career in Financial Services.

For more information please contact Richard Garbett.