Jobs

Published: 14th June 2017
Job Type
Category
Salary
Up to £30,000

Description

My client an Independent Financial Organisation based in the West End are seeking a confident and highly organised Financial Planning Administrator to join their friendly and hardworking team.

 

Having just recently moved into beautiful offices, my fun and vibrant client provide a work hard play hard working atmosphere which include annual trips, team work drinks, and team away days!

 

Are you a strong Administrator looking for a new career with a warm & friendly organisation? If so then please continue reading!

 

Your key duties will be to support clients, Financial Planners & Senior Account Managers & Executives in their day to day requirements.

 

Duties include but not limited to:

  • Manage planner’s diaries and book client new business and review meetings.
  • Attend meeting, conference and seminars.
  • Liaise and build relationships with other functions/departments to ensure all aspects of development, change and ongoing activities are clearly communicated by the company.
  • Prepare all documentation and meeting packs for planners.
  • Process all Private Client related new business and servicing queries.

 

 

 

Candidate specification:

  • Experience within a financial organisation, including strong financial planning experience knowledge.
  • Excellent attention to detail and organisational skills.
  • Strong admin skills.
  • Excellent communication skills.
  • Confident and friendly.
  • Strong MS Office skills, including Word & Excel.

 

 

 

Salary up to £30K!

 

 

 

 

Apply
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