Wealth Management – Team Administrator

£ 26,000 London  |  Permanent

Wealth Management Firm – Team Administrator

The Role

Our client is a leading and award-winning chartered financial planning firm, located in the heart of the City of London.  The team of 60 is fast growing and has a collaborative and dynamic working environment, rooted in delivering outstanding client service.

This Administrator role is joining a mid-size team within the wider firm, working alongside a Senior Administrator and Paraplanner, providing high quality support to two Financial Planners.

This is perfect for a candidate who has previous experience working for a Wealth Manager and is looking for a next step into a vibrant and varied role.

What’s on Offer

  • Unique opportunity to join award-winning chartered financial planning firm
  • £24,000 – £26,000 starting salary
  • Performance related bonus
  • Pension & Life Assurance
  • Very sociable and friendly culture

Core Requirements

  • You must have worked for a Wealth Manager – ideally 18+ months of industry experience
  • Good knowledge of client databases e.g. Intelliflo (if not Filemaker)
  • Experience using Microsoft Office (Outlook, Excel)
  • Basic financial product knowledge
  • Ability to communicate with providers, request info and to give instructions
  • Ability to use provider platforms
  • Hold or considering studying for RO1 qualification
  • Awareness of data security

The Ideal Candidate

  • Strong administrative and organisational skills
  • Excellent communication skills, both verbal and written
  • Team player and a positive & motivated attitude
  • Excellent attention to detail skills
  • Proactive, good at multi-tasking and able to work confidently & unsupervised

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