Financial Planning Administrator / Client Services – Chelmsford

Financial Services Administrator – Chelmsford

£20-£30,000 Benefits

Seeking an experienced financial services administrator in the Chelmsford area for a highly service oriented wealth management and discretionary management business covering all aspects of holistic financial planning for an expanding HNW client bank.

Working closely in a team the role involves preparation of pre and post review meeting, managing all documents sent to clients, manage all scheduled client reporting as well as submitting all client business including platform trading, following compliance procedures and file checks.

To apply for this role you will need to demonstrate recent and relevant financial services experience, some progress with professional exams would be preferred.

The company is committed to personal development through study, coaching and mentoring and there is opportunity to progress as they grow.

Apply to mail@jamesassociates.co.uk

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