Published: 18th April 2018
Job Type
Up to £24,000


My client, a leading Financial Planners based in the West End are currently seeking a bright and ambitious Office Junior to join their team on a permanent basis.


Your main duties will be to provide admin support to the team, which also include all other ad-hoc duties.

Duties include but not limited to:

  • Processing application forms received from investors
  • Liaising with investors and financial intermediaries to obtain relevant information
  • Maintaining and communicating lists of investors on behalf of clients
  • Reconciling client money accounts
  • Setting up online payments
  • Local bank runs
  • Maintaining and/or reconciling the register of custody assets
  • Dealing with requests for information from colleagues
  • Providing other administrative support to other colleagues, including Directors


Candidate specification:

  • Minimum 1 year’s experience within an office environment.
  • Ideally financial services experience preferred.
  • Excellent written and communications skills.
  • Good MS packages including Excel.
  • High attention to detail
  • Good with numbers


Paying up to £24K

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