This award winning, wealth management company is looking for an experienced administrator to join the dynamic and friendly team to provide support for the Advisers and Administration Team Manager
This great company is ranked one of the highest rated financial planning and investment companies in the UK. They offer high-quality holistic advice and this is a great place to work
Does this describe you?
- Recent experience working for an IFA or Wealth Management company
- Proven financial administration and platform experience within financial services
- Thrives on working in a fast-paced environment, a team player but confident in working independently, and organising your workload
- Pro-active in identify issues for escalation and able to prioritise effectively
- Solid computer skills and a good ability and willingness to learn new software
- Excellent communication and interpersonal skills
- A clear and concise communicator both orally and in writing
In this role, you will be:
- Liaising with advisors and clients, providing a full range of admin support
- Liaising with clients on the telephone, answering incoming calls and taking messages, and managing client emails
- Assisting the advisers in the preparation and collation of documents and information in readiness for client meetings
- Emailing communications, updating both client files, and the database
- Preparing Annual Client Review Reports and any ad hoc projects
- Assisting with the current Platform migration
This really is a fantastic opportunity for an ambitious, dynamic and motivated individual. You will be joining an exciting and growing organisation who can offer job security, a competitive remuneration and an excellent benefits package, along with a welcoming and friendly working environment
If you would like to discuss this role, or any others we may recommend to you, please do get in touch. Not all of our roles are advertised, and we would love the opportunity to find the perfect one for you.