Experienced Financial Planning Administrator

Job description

About the role...: Are you an experienced Financial Planning Administrator looking for your next challenge and an opportunity to further build on your career within the industry. Do you love working collaboratively and have found a passion for Wealth Management? Our Wealth team in the London are growing, and we’re currently seeking an Experienced Financial Planning Administrator to join them on their journey. About the day to day…: Our Experienced Financial Planning Administrator role is paramount to supporting our wider team, like our Paraplanners and Relationship Managers. You will play a huge part in delivering a “best in class” service to our clients and a pivotal role helping the team succeed. You will get stuck into: Additionally, you will need to be a role model – supporting with the development and training of other team members, sharing knowledge and best practices. - Playing a key role in managing and administering complex client assets, and implementing new advice smoothly and accurately. - Taking ownership of our client data — keeping everything up to date, precise and ready, so we can consistently deliver an exceptional experience. - Building strong relationships throu...