A boutique Chartered "Lifestyle Planning" practice based in Central London has an excellent opportunity for an experienced Financial Planning Administrator to join their growing tea, team.
My clients service revolves around an initial financial plan which is completely independent of products or policies………..it's a purely client service focused environment and they require employees with a real passion for the industry. You will be dealing with client at the top end of the market with investable assets of above £5M and the successful candidate will have a strong background in an IFA practice, working with HNW private clients.
You will be working closely alongside a highly experienced Financial Planner and the role will include preparing information and paperwork for client meetings, the ongoing servicing and relationship development of existing clients, following compliance processes and various administration duties.
To succeed in this role you will ideally have previous experience of using IO, be computer literate and have excellent communication skills. In return, my client can offer a friendly and positive working environment where he well-being and development of staff is the highest priority. My client also pays an above average salary along with first class benefits including 10% pension.