Financial Planning Administrator

  • Location

    Wimbledon, London

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £28000 - £35000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

    bholmes@mbfitzgerald.co.uk

  • Job ref:

    BBBH2467_1591016272

  • Published:

    4 months ago

  • Expiry date:

    2020-12-01

  • Consultant:

    Benjamin Holmes

Our Client is a Wealth Management practice based in Wimbledon, London. Their Clients include successful business people, families and retirees based locally and countrywide; providing them with a complete range of wealth management and personalised financial planning services.

They are now looking to recruit an all round Client Support Administrator to join
their existing support team. Current structure is: 2 IFA/Director, 1 Paraplanner, 1 Office Manager & an Administrator.

As a key part of this small office team you will be highly efficient, organised, and be able to multi-task and prioritise tasks accordingly. You will have a 'hands-on' approach and not be afraid to get on with the task in hand.

Key responsibilities include:

Client Support including:

  • Preparing documentation for Client meetings
  • Booking appointments and scheduling meetings
  • Production of client valuations and preparation of review packs
  • Extensive Client liaison
  • Updating presentation data; including Client and marketing data
  • Liaising with 3rd party providers and professional connections
  • Providing proactive diary management for the Financial Adviser/Business Owner
  • Coordinating and managing travel arrangements for the Financial Adviser/Business Owner

Office Administration including:

  • Coordinating office procedures
  • Managing Client refreshments
  • Managing incoming telephone communications
  • Ensuring that the administration elements of the business are run in a responsible and efficient manner
  • Coordinating and implementing business projects to support business development and
    growth
  • Assisting the Directors with other activities

Role Requirements:

  • You will have experience in a busy and varied office and be able to offer a professional and efficient approach to business support and management
  • You will have experience gained from working for a firm of Financial Advisers
  • You will be IT literate
  • You will have excellent organisational skills with very good attention to detail