Administrator

The Role
As an administrator you will be;
– Supporting Wealth Planners and Paraplanners in implementing Financial Planning advice for new and existing clients.
– Producing high-quality, accurate client communications and information.
– Using templates to send client correspondence.
– Keeping back-office system up to date with correspondence and information.
– Responsible for the preparation of client meeting packs.
– Ensure both the team and client are kept up to date with progress.
– General administrative tasks.

The Person
My client is looking for a candidate who;
Has a good experience within financial services.
– Is studying towards Level 4 Diploma Qualification.
– Has the ability to prioritise a busy workload.
– Ability to work with high net worth clients.
This role offers a fantastic opportunity for someone who is currently in Financial Services administration and wants to progress.

The Benefits
A fantastic benefits package is included, along with a long term investment in building you a career.

Please quote PCH1401-17 when calling Alexander Lloyd. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. We predominately focus on London, Surrey, Sussex and Kent, although we have also been highly successfully in offering national solutions. Please continue to check our website for any other roles which may be of interest.