Financial Planning Support - London

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London

03/05/2024

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

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
  

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