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BRAND NEW ROLES - 3 x Financial Administrator - West End - Up to £33,000 + benefits

Financial Divisions
Posted a month ago, valid for 4 days
Location

London, Greater London EC1R 0WX

Salary

£44,000 - £55,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A key client in the West End, London, is seeking 3 Financial Administrators with a salary range of £30k - £33k plus a benefits package.
  • Candidates must have at least 1 year of experience in a wealth management business and will work in a team of 5 administrators under a dedicated Team Leader.
  • The role involves back office support, processing new business, client servicing, and maintaining smooth operations within the back office system.
  • Experience with Intelligent Office, Voyant, and FE Analytics is advantageous, and the company offers study support for a Level 4 diploma and career progression opportunities.
  • Employees enjoy a good work-life balance with social functions and can eventually transition to a paraplanner role after 18 months to 2 years in the position.

BRAND NEW ROLES - 3 x Financial AdministratorSalary £30k - £33k + benefits packageOffices near Green Park (West End, London)A key client of mine who I have placed 20+ staff with in the past are looking for a Financial Administrator with at least 1 year of experience to work in a team of 5 administrators and reporting into a dedicated Team Leader. They provide holistic advice to large generational families, retirees and some City professionals and they pride themselves on offering the highest quality service and generate new business purely through recommendation and referral. Their average client has £550k - £1m to invest but they do look after some clients with £5m+.This role will be suitable a candidate with 1 year of administration experience in a wealth management business. You will be the "go-to-person" on all matters relating to back office support to enable the advisers to focus on being client facing and generating new business. If you have experience with Intelligent Office, Voyant and FE Analytics this would be highly advantageous. You will be responsible for a full range of duties covering processing new business, client servicing, speaking to providers and clients, and ensuring a smooth running of the back office system.My client actively support staff to study towards their level 4 diploma and offer lots of progression and CPD opportunities. You will receive a full package of study support. The business has a Social Committee and they actively want to ensure staff have a good life balance and put on various social functions for the staff. There is a route to becoming a paraplanner but they ask for at least 18 months - 2 years in the role.

  • £30k - £33k basic salary + benefits
  • End to end administration
  • Working in a pooled team of administrators
  • Reporting into a dedicated Team Leader
  • First 8 week in the office then 2 days WFH

Would this be of interest at all? get in touch with Peter at Financial Divisions

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.