My client is a leading chartered practice that offers true financial planning advice to a diverse range of clients. Due to increasing demands they require an experienced financial planning administrator to join their highly performing and well regarded team.

You will be providing support to the team of financial planners, mainly to private clients. You will help prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries. You will navigate and transact on financial provider's websites, attaining policy information from providers etc.