Excellent career opportunity to join a dynamic Wealth Management firm, whereby you will be supporting the Financial Advisers with administration and client relationship support
This dynamic city based Wealth Management firm was formed 3 / 4 years ago and has a team of 12 Diploma qualified advisers and over 3,000 HNW clients. They are recruiting an Administrator who will work closely with the Financial Advisers and Relationship Managers to provide administration support.
Role and responsibilities
You will be working for a small team of successful Financial Advisers whereby; your main responsibility will be to help their Relationship Managers manage the full delivery of the financial planning process and ensure both the clients and Advisers are kept abreast of all developments. In addition, your duties will include:
Processing, submitting and recording all business on the relevant systems
Chasing individuals for information when required
Deal with customer queries in an efficient manner by telephone or email
Occasionally be involved in client meetings to assist in taking copies of relevant documents
Develop and maintain good relationships with all internal and external parties to help smooth processing of business
Requirements to be considered
Ideally you should have strong communication skills, ability to work under pressure and meet agreed deadlines. To be considered for this role, you must have financial services administration experience and desire to further your career within a support based role.
Salary of £18,000 - £26,000 pa dependent upon experience and qualifications
Opportunity to earn bonuses based on KPI’s and performance plus company benefits package
Support package to help you achieve your industry qualifications and further your career (subject to being agreed)
Opportunity to work towards becoming a Client Relationship Manager or Paraplanner as knowledge and skills continue to grow
Working within prestigious offices based in the city.
The company pride themselves on their professional but friendly environment.
City of London
Contact us: Call us now on 0208 0044 154 to further discuss this position, or email us at email@example.com with your CV and details to receive a call from one of our regional recruitment consultants. Alternatively, press the ‘Apply Now’.
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