Full job description*Financial Planning Administrator
*Farnborough offices (Hampshire)
*Salary negotiable plus bonuses and benefits
*Reporting into a dedicated Team Leader
- Seeking an experienced Financial Planning Administrator
- Ideally a Career Administrator
- 2+ years of experience required as a minimum
- Working in a team of other Financial Administrators, reporting into a Team Leader
- Duties: LOA/LOV’s, answering queries from providers and clients
- Database management and contributing to smooth running of the support team
- Processing all new business and onboarding new clients
- AML checks and other credit checks
- Independent wealth planning firm with offices across the UK
- I have met the Directors and placed 20+ members of staff with them
- They offer whole of market financial advice
- HNW retirees, accumulators, local families and SME owners based across the UK.
- Clients with assets ranging from £150k - £50m.
- Pensions, investments, tax planning, cashflow modelling, retirement planning, protections
- Some esoteric schemes such as VCT & EIS schemes.
- Very longstanding relations with accountancy and solicitor practices who refer business
Contact Peter at Financial Divisions.