Financial Administrator (Sjp)

Financial Administrator (Sjp)

We are looking for a Financial Administrator for our client based in the heart of London. You will be providing vital paraplanning and administration support to a team of wealth advisers. There is also potential to progress into an Advisory role within the firm in the future, if that is something the candidate would want.

Responsibilities

• Provide vital paraplanning support to the team of wealth advisers.
• Research products, financial planning solutions and investment strategies.
• Prepare recommendation reports for client meetings.
• Provide a high level of technical support.
• Assist advisers with client management.
• Provide advisers and clients with technical reports and information.
• Ensure high net worth investment transactions are carried out accurately.

Experience and Qualifications

• Previous administrative and paraplanning experience required.
• Must show some CII exam results or hold Level 4 qualification in Financial Planning.
• Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics).
• Experience of the pension switch market.
• Experience of administration of IHT or investment products.
• Excellent IT skills and proficient in Microsoft Office.

If you would be interested in applying for this position, then please send a copy of your CV to sam@artemisrecruitment.co.uk