Client Administrator Financial Planning J867
£25,000 – £30,000
High Net Worth Financial Planning Practice in Warrington are currently looking to welcome an additional member of the team.
The firm do a lot of cash flow planning for wealthy individuals. They also have an employee benefits consultant and administrator who work quite separately.
They established in 2001, and have a team of 5 who have been there for many years, with high employee retention. All of the business comes through professional connections and referrals from a loyal client bank.
Lovely modern offices on a business park in the countryside where client meetings are held, free parking, good benefits package, the firm really embrace technology, they are paperless and have connected, on line systems.
Both Directors are very professional and highly experienced. They promote a friendly and enjoyable office atmosphere and an extremely high quality of professionalism and service to their clients.
They are looking for someone to technically support the two Directors (alongside an internal consultant). They are looking for a highly knowledgeable and experienced person from a smaller, high end practice like theirs. Someone who is polished and professional who will be able to easily communicate with high net worth clients, and also fit easily in to a happy and sociable team. They have 3 social events a year with the employees choose in their ‘bucket list’.
- You will have a good understanding of platforms, including setting up new clients, trading and general administration.
- Processing applications – investment bonds and protection policies.
- Good administration skills.
- Experience of IFA back office systems.
- Proven IFA/Wealth Management support experience.
Salary dependent on experience and qualifications.
Please enquire confidentially using the details below quoting reference J999 , alternatively feel free to connect with me Diana Sproston on LinkedIn,
To apply for this position please call the office on 0161 973 0133 or email firstname.lastname@example.org
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