Financial Planning Administrator, Client Services , Wealth Management
Guildford, England, United Kingdom
JJ SEARCH LIMITED
Job Description 28-35K Salary (depending on experience) The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Role This is an exciting opportunity for an individual to be part of a team performing … various administrative support tasks in a Wealth Management environment. The Financial Planning Administrator will have financial planning/IFA client services experience and will provide a high level of support to a team of Financial Advisors. The Financial Planning Administrator will liaise and communicate successfully with external clients … Planning Administrator will provide support to assist the Financial Planning Team in reaching new business and provide support to the relevant Financial Adviser or Wealth Consultant in detailed research (quotes, product selection and existing product review) in preparation of recommendations/review reports. Process new business including submission, follow more »
Posted: