Financial Administrator - Wealth Management

Posted Today by Fram Search
New
Salary negotiable
Luton , Bedfordshire
Permanent, full-time
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Posted by Fram Search
  • Hybrid working
  • Salary + bonus
  • Established financial planning firm
Our client is an established financial planning firm in Luton, and are well located for transport links and parking. The role focuses on supporting both the advisers and paraplanning and after a probation period, the role is office based with one day WFH per week.
 
Duties will include booking meetings with clients, responding to enquiries, administration of pensions, assisting with new business set-up, using the CRM to record important data, and conducting research.
 
The role would suit someone with previous experience of working in a wealth manager, or bank. However, we are open to receiving applications from professional administrators from other industries.

Reference: 53142668

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