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Financial Services



Type of Position: Financial Planning Support - London
Pay: £25k - £32k

Financial Planning Support - London

Our client is looking for a talented individual to join their team. You will have relevant financial services experience and will be based in a full-time permanent role in the administration team in London.

Key tasks will include: 

  • Acting as the point of contact between advisers, clients and third party product providers
  • Establishing and maintaining electronic client files (Salesforce CRM)
  • Obtaining information and maintaining accurate records
  • Sourcing quotations, illustrations and supporting documentation
  • Preparing valuations, reports and other material for client meetings
  • Processing new business applications and maintaining accurate records of transactions  

Skills and Experience:

  • Relevant financial services experience is essential
  • Some knowledge of the Salesforce back office system is desirable
  • Excellent attention to detail 
  • The ability to work independently and proactively 
  • Strong written and verbal communication skills 

If you are interested in this position, please email your CV to 

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