Wealth Management firm

My client is a forward thinking SJP firm with offices near Chelmsford, Essex looking for a Financial Administrator with 1 years + with SJP experience. An SJP Practice specialising in personalised wealth management solutions, is on the lookout for an experienced Financial Administrator with a minimum of 1 years’ experience. An established IFA, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients. They emphasise building lasting relationships and delivering top-tier service, supported by comprehensive paraplanning, administrative, and compliance resources.
This is a progressive role, the client is looking for a candidate who is looking to take on management responsibilities in the near future.
Your responsibilities will include managing end-to-end client reviews, directly communicating with clients, handling disinvestments, submitting, and planning cases. To excel in this position, you will ideally have solid SJP experience, a strong administrative and Paraplanning background, and excellent client servicing skills.
If you’re ready to take the next step in your career, please contact Samantha to discuss this opportunity further.