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Financial Services Administrator

Financial Divisions
Posted 14 hours ago, valid for a month
Location

London, Greater London EC2V7NQ, England

Salary

£30,000 - £36,000 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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  • My client is a national financial planning firm seeking a central support administrator for their London office due to expansion.
  • The role involves covering reception, sorting post, scanning documents, and processing letters of authorities.
  • Candidates should have some exposure to Financial Planning, ideally through internships or previous work with a provider platform.
  • This is an entry-level position with opportunities for growth and development, offering a salary of £25,000 per year.
  • Applicants must be willing to work in the London office during probation, with the potential for flexible working arrangements afterward.

My client is well-established national financial planning firm, who due to expansion are looking for a central support administrator to work as part of a team in their London office.

Key responsibilities will be covering reception, sorting through post and scanning documents. You will also be process letters of authorities and ensuring you see through the process from beginning to completion. Liaising with 3rd party providers, updating information on CRM database. Assisting with annual review process and updating client's information and delegating any follow up actions to Advisers.

This is fantastic opportunity for an entry level role in Wealth Management and would suit someone who has had some exposure to Financial Planning whilst at University. This could be from an internship or perhaps you have working with a provider platform and looking to transition into Financial planning. There will be plenty of scope to grow and develop your skills and full training and support will be provided.

You must be willing to be in the London office everyday during probation so you can be supported in your training and mentoring, after probation you will be able to work 1 day from home. This a great IFA Administrator role for someone at the beginning of their career who is happy to have flexible approach to their day-to-day tasks and help and support where needed.

If you are graduate (or similar) with some experience in Financial Services, please do reach out to discuss further.

Apply now in a few quick clicks

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.