We are currently recruiting for a highly regarded boutique financial planner who are looking to recruit an experienced Administrator to join their team in London.

Purpose of Role

To provide exceptional quality administrative and technical support to companies Head of International Private Clients, and to other members of the team in advisory and technical roles. This is a busy role assisting the team in delivering an outstanding holistic financial planning service to new and existing clients, many of whom have an international dimension to their wealth management. The role will suit an experienced individual who enjoys working autonomously in a driven and high-performing team.

Responsibilities

The role comprises, but is not restricted to:

Client servicing and meeting preparation

• Use appropriate systems and processes to submit new business to providers

• Prepare documentation for client meetings (including...