Financial Planning Assistant

Financial Planning Assistant

We are looking for a Financial Planning Administrator to join our client's team based near Reading, Berkshire. Previous experience working for a wealth management firm is desirable. Your main duties will include working alongside financial advisers and paraplanners to provide administrative support, along with growing and maintaining relationships with clients.

Responsibilities

• Produce client portfolio valuations from various investment providers
• Produce quotations, application forms and fund fact sheets for advisers prior to client meetings
• Process new business applications, updating client database and maintaining daybook records
• Produce Letters of Authority for new clients to service policies
• Produce letters/forms required for switches and encashments
• Ensure compliance requirements are met on all new business cases
• Weekly chasing of new and existing business enquiries

Experience & Qualifications

• Exposure to the financial services sector desirable, ideally investments
• IT literate with proven attention to detail
• Experienced in managing and prioritising own workload
• Experience of MS Office including Excel, Word, Outlook and Teams
• Excellent interpersonal, organisational and planning skills

If you would like to apply for this position then please submit a copy of your CV to josie@artemisrecruitment.co.uk