$30,723 - $36,868 yearly
CV Library
Kidlington, Oxfordshire
The Burford Recruitment Company are working on behalf of an independent and successful wealth management firm who are looking to appoint an experienced Financial Planning Administrator.
This is a fantastic opportunity to be part of a small team of like-minded passionate individuals where you can really make a difference. You’ll be responsible for Business Processing, Client Servicing and Preparation of Annual Planning Meetings as well as other general admin tasks. You will have demonstrable experience working in an administrative capacity for an independent financial planning company and have an excellent knowledge of Financial Services Products.
Key Responsibilities
* Check accuracy and completeness of new business documentation
* Send letters of authority and gather accurate information
* Obtain illustrations and application forms
* Production of portfolio valuations
* Prepare client documentation and correspondence pre and post meetings as per business...