Client Services Administrator

Financial Planning Administrator City of London offices (Near Moorgate) Salary up to £43k plus benefits Working in the pod of an adviser with £80m AUM 4 days in the office per week - Seeking an experienced Financial Planning Administrator - Training on offer to become a paraplanner and thereafter an adviser - 3+ years of experience required as a minimum in administration - Working in a team of other Financial Administrators, reporting into Office Manager - Technical Administration duties on whole of market financial products - LOA/LOV''s, answering queries from providers and clients - Database management and contributing to smooth running of the support team - Processing all new business and onboarding new clients - AML checks and other credit checks - Independent wealth planning firm with offices across the UK - I have met the Directors and placed 20+ members of staff with them - They offer whole of market financial advice - HNW retirees, accumulators, local families and SME owners - Clients with assets ranging from £150k - £50m. - Pensions, investments, tax planning, cashflow modelling, retirement planning - Some esoteric schemes such as VCT and EIS schemes. - Very longstanding relations with accountancy and solicitor practices Contact Peter at Financial Divisions for more informaton ..... full job details .....