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- Financial Administrator - Chartered IFA
- Offices in West End - Central London
- £28k - £33k basic salary
- Office based for the first 8 weeks then 2 days WFH
- Reporting into a Team Leader (team of 5 Administrators)
- Full study support package towards level 4 diploma
My client is a Chartered boutique wealth planning business with offices across in the West End (Central London) who have been operating for many years with significant financial backing. I have met the Directors and placed close to 15 staff into the business including administrators, paraplanners, advisers and mortgage professionals. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators.
Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of c. 100 staff with 20 Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. However, they have other businesses bolted on who offer different services.A vacancy has come available for a Financial Administrator with 1 year of experience who can administer all the necessary client services and back-office administration from start to finish. You will report into an Team Leader/Manager, and you will work in a team of 4 other administrators. Experience using Intelligent Office is highly advantageous.
- End to end financial administration
- Processing new business
- Client servicing
- Onboarding new clients
- Database management
- Writing Letters of Authority and Valuation
- Diary management of Advisers
- Preparing meeting packs ahead of client meetings
- Requesting AML paperwork from clients
- Daily usage of Intelligent Office - record all new business events accurately
- Scanning and filing where necessary
- Actioning agreed points from client meeting notes from Adviser
- To ensure that all activity complies with the company staff handbook
- Ad hoc support to the Advisers to aid them in their duties
The first 8 weeks of the role are fully office based then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £28k - £33k basic salary plus a comprehensive study support package and benefits. The role can progress into paraplanning or a more senior administrator/team leader.If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.
