FINANCIAL ADMINISTRATOR (SJP) - LONDON

We are looking for a Financial Administrator for our clients based in the heart of London. You will be providing vital paraplanning and administration support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the future, if that is something the candidate would want.

Responsibilities:

-   Provide vital paraplanning support to the team of wealth advisers 
-   Research products, financial planning solutions and investment strategies 
-   Prepare recommendation reports for client meetings 
-   Provide a high level of technical support 
-   Assist advisers with client management 
-   Provide advisers and clients with technical reports and information 
-   Ensure high worth investment transactions are carried out accurately 

Experience and qualifications:

-   Previous administrative and paraplanning experience required 
-   Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate 
-   Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics etc) 
-   Experience of the Pension Switch market 
-   Experience of administration of IHT or Investment products 
-   Excellent IT skills and proficient in Microsoft Office

If you would be interested in applying for this position, then please send a copy of your CV to josie@artemisrecruitment.co.uk