Wealth Planning Administrator
Salary
Up to 35,000
Location
London
Job Type
Full Time
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Job Title: Wealth Planning Administrator
Industry: Financial Services
Location: City of London
Salary: Up to £35,000
Job Reference: 15185
Job Description:
Recruit UK is working on an excellent opportunity for a Wealth Planning Administrator to join a growing and established Wealth Management Firm.
Within this role you will be supporting two financial planners and a paraplanner, working very closely with providers within fund/insurance and investments, so it is essential that you have some previous experience within this.
You will be liaising closely with clients, so a good telephone manner is a must as well as being highly organized.
Working hours are 8:30 – 5:30. You will be expected to work from the office in the center of London, this is a fantastic opportunity for someone who is looking to kick start their career. Work for a highly driven firm that will provide you with an extensive range of experience within investment administration.
There is the opportunity for progression for the right candidate but first and foremost is the administration need.
What’s in it for you?
- Full exam support
- Progression opportunity
- Highly competitive salary
- Systems and platforms, they use would be ideal if you have experience in Xplan, Voyant, Figaro
- Experience supporting Financial Planners/Paraplanners
- A solid understanding of Financial Advice (ability to ask the right questions)
- Hardworking/can-do attitude
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.