Job Description
Experienced Financial Services Administrator
Location: Leicester
Salary: Competitive DOE
I’m currently working with a growing wealth management firm that is looking to appoint an experienced Financial Services Administrator to join its support team in Leicester.
This opportunity would suit someone with experience within an IFA or wealth management environment who enjoys working in a varied role supporting advisers and clients across the full financial planning process.
The Role
Supporting advisers with client servicing and financial planning administration
Managing client documentation and maintaining accurate CRM records
Liaising with providers to obtain policy and investment information
Processing letters of authority and supporting business submissions
Preparing annual review documentation and portfolio valuations
Assisting with fund research and financial planning reports
Supporting client meeting preparation and follow-up administ...
Location: Leicester
Salary: Competitive DOE
I’m currently working with a growing wealth management firm that is looking to appoint an experienced Financial Services Administrator to join its support team in Leicester.
This opportunity would suit someone with experience within an IFA or wealth management environment who enjoys working in a varied role supporting advisers and clients across the full financial planning process.
The Role
Supporting advisers with client servicing and financial planning administration
Managing client documentation and maintaining accurate CRM records
Liaising with providers to obtain policy and investment information
Processing letters of authority and supporting business submissions
Preparing annual review documentation and portfolio valuations
Assisting with fund research and financial planning reports
Supporting client meeting preparation and follow-up administ...
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