1 Permanent Administrator Jobs in Guildford

The Client Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London. The Role The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. The Financial Planning Administrator role will providea high level of administrative supporttoWealth Management teams,including Wealth PlannersandParaplanners. The Financial … Planning Administrator will beresponsible forClientDataInput andClientRecordMaintenance, andwill maintaintheIntelligent Officedatabase to include fund updates. The Financial Planning Administrator will issue and follow up information requests topension providersandLifeand Investmentcompanies. The Financial Planning Administrator will betheInternalLiaison with theInvestment Managers, as well asproducingValuation Reports, monitoring transaction activity and reconciling clientdata. The Financial Planning Administrator more »