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Job Location | London |
Education | Not Mentioned |
Salary | 30,000 - 35,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
* Excellent opportunity* Career development opportunities* Support in taking professional qualificationsFram Search are working with an award-winning financial planning firm based in London. They are keen to hire an administrator for their financial planning team. This is a new addition to the team as our client is going through a period of growth. This roleis suitable for someone with relevant industry experience, who wants to develop their knowledge across financial planning and investment management.Some of the responsibility for this role :* Maintaining client information on internal CRM system* Preparing valuations, reports, and material for client meetings* Processing new business applications* Sourcing and preparing supporting documents* Maintaining accurate records* Supporting paraplanners and advisorsA likely candidate will be someone who wants to develop a career within a financial planning environment, and who is looking for support in taking professional qualifications. You will also have excellent attention to detail, along with strong communicationskills, both written and verbal.