Overview
Financial Planning Administrator Jobs in Greater London, UK at eightfourtwo
Location: Greater London
We are a modern and contemporary boutique wealth management practice offering innovative financial solutions to wealthy clients, primarily families and business owners and we have an amazing opportunity for an entry level Financial Planning Administrator to join our team.
We are looking for a naturally motivated individual seeking a varied role that will see you supporting a team of three.
Core responsibilities
- Pre-populating product and service application forms and adviser charging authorities.
- Preparation of reports, enclosures, and letters.
Knowledge
- Knowledge of Financial Services Products is desirable.
- Knowledge of MacOS and keynote would be an advantage.
Skills
- Excellent interpersonal skills both written and verbal.
- Highly organised, methodical, and disciplined.
- Excellent attention to detail.
We want to provide all employees with a meaningful future, we have built a benefits package with this in mind. Here are a few of the benefits we offer but this is not an exhaustive list:
- Flexible working options.
- 25 days holiday plus Christmas shutdown plus bank holidays. This increases with service.
If you are interested in this role please submit your current CV. No agencies please.
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Title: Financial Planning Administrator
Company: eightfourtwo
Location: Greater London, UK
Category: