Job Description

We are currently recruiting for a boutique Wealth Management firm in Folkestone who are looking to recruit a Financial Planning Administrator

Job Overview


To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible. The opportunity for progression into a Paraplanner or Senior Administrator role in the future.


Responsibilities and Duties

  • Presale administration completed, adding clients’ information to intelligent office database, Creating and updating Wealth Report

  • Prepare and gather information LOAs and Policy information checklists

  • Meeting prep undertaken and presented to adviser ready for client meetings.

  • Basic report writing, to include Fund S...

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