Job Details
Junior Wealth Management Administrator
Sector:Financial Services
Region : Greater London
Location: Soho London
Salary: up to £32,000
Job Ref.: CL1403ADL
Job Information
A fantastic new opportunity to join a fully independent firm of successful Wealth Managers based in central London who require a Junior Administrator to join their already established team. They offer flexible working.
Role and Responsibilities
· General day-to-day office administration tasks such as taking telephone calls, greeting clients, sorting and sending post, document filing.
· General support to financial planning team in servicing clients.
· Preparing client meeting packs and relevant supporting documents in advance of client meetings.
· Communicating with plan providers to obtain client information.
· Maintaining client information accurately on the firm’s software Xplan.
· Producing appropriate, clear and accurate written correspondence to a high standard, both to providers and clients via email and by post.
· Dealing effectively with the submission of new business, including accurate completion and submission of application forms.
· To achieve a good technical knowledge relevant to financial planning.
· Using a range of software including Outlook, Word, Excel, Xplan, Powerpoint
· Management of their own diary and workload priorities.
Desired Skills and Experience
· Be fully proficient in all Microsoft Office programmes (Word, Excel, Outlook).
· Have a “Can-do” attitude.
· Drive and desire to improve all levels of process and procedures.
· Discretion when supporting activities and handling sensitive data.
Excellent Benefits.
Please apply on-line or contact Cameron James for a full job description.