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 sam@artemisrecruitment.co.uk 

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