Technical Administrator - Financial Planning - #2194929

Do you have a passion for Financial Planning and Wealth Management? Do you have strong technical skills allied to a full understanding of processes and procedures? If the answer to these questions is yes, we would like to hear from you

Our client, a niche Wealth Management practice dealing with HNW clients, seeks a skilled Technical Administrator to join their team in the City of London.

Your role will be to work closely with the Advisors and Paraplanners who focus on providing specialist Investment, Retirement and Pension advice. Your role will be to work with them to ensure that the client is correctly serviced from initial contact to the completion of business. You will assist in all areas, including client onboarding, producing illustrations and valuations, liaising with Clients and Providers, Suitability Reports and Cashflow planning and Annual Reviews. You will ensure that the information is complete following the provision of advice and that the relevant documentation has been obtained and that compliance procedures have been followed. You will manage the processing of the business with the relevant organisations and ensure that all parties are kept fully up to date with developments.

The successful applicant will be well organised and able to manage a varied workload and priorities with a “can do” attitude. You will have experience of working with Pension and Investment products. You will have the ability to deal with clients and product providers and have excellent communication and IT skills. You will be self motivated and adaptable and keen to work within an ambitious and ethical team

This exciting role is an excellent opportunity for an positive and proactive Administrator who is looking for a diverse and rewarding position.

Sales Support Administrator, Wealth Management, Financial Planning, Financial Services, Administration, Client Services, Pensions, Investments

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