The Role

This is an exciting opportunity for a self-motivated and well-organised individual who wishes to develop their skills and experience in a fast-growing financial advice firm. We’re looking for a responsive, first-class administrator.  The role includes a range of administrative duties, client service and technical support to assist the financial advisers.

Responsibilities

The ideal person

Qualifications

 

  • Review planning: The scheduling, planning and organising client reviews with the financial planner.
  • Meeting preparation: Preparing all pre-meeting requirements such as portfolio valuations and performance, fact find documentation, money laundering requirements, risk questionnaires, etc.
  • Post-meeting administration: Preparing, writing and producing client reports.
  • Implementing advice actions: For instance, fund switches and new business.
  • General office administration: Client servicing support as required.

 

  • Able to work within defined business processes.
  • Prioritise and plan own workload.
  • Have attention to detail and accuracy.
  • Be able to communicate effectively with colleagues and clients.
  • Excellent interpersonal skills, both written and verbal.
  • Ability to focus and prioritise effectively.

 

Ideally at least 2 years experience as an administrator in the financial/wealth planning sector.

Apply direct to our recruitment team

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