recruitukltd Salary: £25,000 - £30,000 DOE
We are currently working with a chartered wealth management company on several appointments. They are hiring due to growth and require a larger team to service their existing loyal client bank, as well as cater to the increase in demand for advice from new clients. Their office in Central London offers a professional environment for you to advance your career and work with like-minded people who have the client at the focal point of everything they do.
Offering full financial planning to primarily HNW clients, all of their employees need to have a good level of understanding of the financial planning process so that they can assist the companies clients on a day to day basis. The successful candidate will have worked in an IFA environment before and have experience of administering Investment, pensions and protection policies. The ideal candidate will have knowledge of different investment wraps such as ISA/ Pension and SIPP as well as be a strong communicator with third party product providers, colleagues and clients.
Having come from a financial services background, you will be aware of regulation and adhere to UK and internal policies, ensuring that client files are updated, are compliant and hold the relevant documents such as AML and KYC checks.
Ultimately, you will assist the paraplanners and advisors to ensure that client enquiries are handled correctly and efficiently, that client files are well maintained and that their advice is regularly reviewed. That policies are set up promptly and changes to the advice are undertaken.
The company is keen to ensure that they maintain chartered status therefore they hold qualifications in high regard, so progression through taking exams in fully support by them. They are keen to progress administrators to paraplanner level and will entertain ambitious administrators with a passion for good advice and a natural interest in the Financial services industry.
If you would like to find out more about this role please contact Louise Sheppard at Recruit UK on 0117-917-0411 or send your CV to apply. Quote reference 11867