Our client being an established Wealth Managers based in Central London have an exciting opportunity for a support administrator within financial planning. This will be the main point of contact for enquiries, assisting the Directors and providing technical analytical support for the team. Will be working with the CEO and Financial Advisor, working efficiently, accurately and compliantly within this very professional environment.
Will be issuing letter of authorities to providers, chasing financial institutions to provide information, on boarding new clients to the company CRM. Preparing client files for review meetings, Sorting post and managing business pipeline.
Have previous experience within a Financial Planning environment and have advanced Microsoft Office, Outlook, Word and Excel.
This is a fantastic opportunity to join a growing company from the start of expansion and work within a positive and friendly environment.