Job Description

Senior Financial Planning Administrator required by this national IFA firm that provides advice across the full range of Private Client Investment, Tax and Retirement Planning. The business is highly successful and forward thinking, they have fully embraced flexible working as the new working model.

Supporting a Financial Planner remotely you will be responsible for providing full administration and some technical support including new business, valuations, quotations, provider liaison, compliance and database management. There is a high level of client communication, and you will prepare for client meetings as part of your day-to-day activities.

Required Knowledge, Skills, and Abilities