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.