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About Us: Join our leading wealth management firm located in the heart of London. With a commitment to delivering bespoke financial planning and investment solutions, they serve a sophisticated client base and are dedicated to upholding the highest standards of service and professional integrity.
Job Description: They are seeking a highly competent and experienced Financial Services Administrator to support their team of financial advisors. This pivotal role involves managing client communications, processing new business, and ensuring all administrative tasks are completed with precision and efficiency. This is a full-time role with hybrid working.
Key Responsibilities:
- Provide comprehensive administrative support to management and financial advisers.
- Handle client inquiries and manage sensitive information with utmost discretion.
- Assist in the preparation and follow-up of client meetings and documentation.
- Ensure compliance with regulatory requirements and maintain accurate records.
- Support the processing of new business and client on-boarding.
Requirements:
- At least five years of experience in an IFA office or similar financial environment.
- Strong organisational skills.
- Proficiency in financial services software and MS Office.
- Excellent communication skills.
- Team player with a proactive approach to problem-solving.
Benefits:
- Base salary up to £50,000 per annum, depending on experience and qualifications
- Bonuses: KPI-based, reviewed annually
- Benefits including enhanced pension contributions, private healthcare and generous annual leave
- Professional development
- Prestigious offices in the City of London
- Flexible working options - up to two days a week working remotely
