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Wealth Planning Administrator

Wealth Planning Administrator

Job Title: Wealth Planning Administrator
Contract Type: Permanent
Location: London
Salary: £25000 - £30000 per annum, Benefits: Benefits
Start Date: 2017-10-09
Reference: London+%28Mayfair%29
Contact Name: George Smith
Contact Email: george.smith@bwd-search.co.uk
Job Published: October 09, 2017 14:15

Job Description

Wealth Planning Administrator

London (Mayfair)

£25k - £30k

A well-respected Investment Management firm is looking for an experienced Wealth Planning Administrator to work out of their Mayfair office.  

The incumbent will be required to perform a multitude of tasks as required by the Wealth Planning team including liaising with product providers, obtaining product research, reconciling monthly Wealth Planning revenues and maintaining up to date client information on the Intelliflo platform.

In order to qualify you will ideally:
  • Have at least 1-year experience working in a Financial Planning environment
  • Hold or be working towards completing the Certificate in Financial Planning or equivalent
  • Have experience working with First software or Intelliflo
  • Educated to Degree level or equivalent