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Financial Planning Administrator
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Job details
Title:
Financial Planning Administrator
Reference:
WEB469809DW
Salary:
To £22,000 + Bonus and Package
Location:
London
Description:
London based Wealth Management business requires an experienced financial services administrator to join their business as they expand there support team. Working alongside a team of Paraplanners and Wealth Managers you will be the sole administrator on the team responsible for all aspects of the post sales administration cycle.
You will ideally have gained strong experience of a sales support role within an IFA practice, however candidates from a Life Company / Insurance Company will also be considered as long as strong new business processing experience has been gained.
The client base is High Net Worth individuals with a focus on investment and pensions (including SIPP) business.
To apply please for this role please email your CV to d.warner@ipsgroup.co.uk
Contact details
Name:
Dan Warner
Phone:
020 7481 8686
Email:
Dan.Warner@IPSGroup.co.uk