Junior Administrator

4 weeks ago


United Kingdom EQ Investors Full time €26,500 - €28,500

Company Overview

EQ is an award-winning wealth manager with over 70 staff and 2,000 clients, including private individuals, companies and charities all around the UK. We are based in London near Monument.

EQ is also a Certified B Corporation (having been one of the founding firms in the UK), an internationally recognised standard for companies that believe in business as a force for good. Making a positive contribution to the wider community is a core part of our business philosophy.

Role

This is an opportunity to join an established administration and support function and to be an integral member of EQ’s Client Servicing department. The Junior Administrator will be a key part of the wider Financial Planning team. You will be supported in your career progression to widen your role and responsibility over time.

Role Responsibilities

• The role will involve regular administrative duties such as gathering policy information for new clients, entering client specific data onto internal systems and the scanning of client files.

• Answering phones, responding to telephone queries relating to clients and the office (generally)

• Dealing with incoming and outgoing post (e.g distribution to staff working remotely) to ensure that action is taken, and responses issued without delay.

• Updating and Maintenance of client data, ensuring that any changes are processed and shared with our external partners.

• Producing client valuation reports and assisting in the submission of files for external compliance review

• You will be required to liaise with external providers in managing client assets e.g. the transfer of client assets and responding to customer requests that may result in the movement of cash into and out of client accounts.

• You will assist in the Offboarding process of private clients.

• You will assist the senior members of the team in providing updates on existing case work, the drafting of templated forms and letters, and the preparation of review documentation for the financial planners.

• You will assist financial planners in the preparation of review meetings with existing clients (via printing and binding supplementary reports and forms) and new client meetings.

Knowledge & Experience

• A proactive, ‘can do’ attitude

• Professional, dependable and reliable

• Able to work on your own and within a team environment.

• Excellent Interpersonal and Relationship Management Skills

• Flexible working approach

• Able to multitask and problem solve

• Ability to meet task deadlines

• Strong communication skills

• Good user of Microsoft Office applications (Outlook, Word, Excel)

Salary & Benefits

The role is a full-time position based at our office near Monument in London with a salary of £26,500 to £28,500 (depending on experience) + discretionary bonus. Other benefits include:

• 23 days annual leave

• Auto enrolled into the company pension scheme after 3 months employment – matched employer contributions up to 6% of salary

• GLA (4 x Salary) & GIP (75% of Salary)

• Opportunity to join company share scheme and electric vehicle car scheme after a year’s employment

• Cycle to Work Scheme

• Flexible Working

• PMI – Bupa Scheme



  • United Kingdom Lex Consultancy Full time £28,000

    Job Title: Junior ReceptionistWe are seeking a highly organized and detail-oriented Junior Receptionist to join our team at Lex Consultancy. As a Junior Receptionist, you will be responsible for providing administrative support to our team and ensuring the smooth operation of our office.Key Responsibilities:Manage incoming and outgoing correspondence,...


  • United Kingdom Lex Consultancy Full time £28,000

    Job Title: Junior ReceptionistWe are seeking a highly organized and detail-oriented Junior Receptionist to join our team at Lex Consultancy. As a Junior Receptionist, you will be responsible for providing administrative support to our team and ensuring the smooth operation of our office.Key Responsibilities:Manage incoming and outgoing correspondence,...


  • United Kingdom smartDCS Group Full time €25,000

    At smartDCS Group we are currently looking for a Junior MAC Systems Administrator to work out of our Gloucester office. We are a growing technology business with two brands, which are data services business and IT consultancy. The successful candidate will not only be capable of working on their own, but they will also have a desire to challenge themselves....

  • Junior Administrator

    4 weeks ago


    united kingdom EQ Investors Full time

    Company Overview EQ is an award-winning wealth manager with over 70 staff and 2,000 clients, including private individuals, companies and charities all around the UK. We are based in London near Monument. EQ is also a Certified B Corporation (having been one of the founding firms in the UK), an internationally recognised standard for companies that believe...


  • United Kingdom smartDCS Group Full time €25,000

    At smartDCS Group we are currently looking for a Junior MAC Systems Administrator to work out of our Gloucester office. We are a growing technology business with two brands, which are data services business and IT consultancy. The Junior System Administrator will work within our teams, supporting our systems onsite, their equipment and the software used. You...


  • United Kingdom RED Engineering Design Full time

    Junior Team Administrator - London *Please note, if successful, your role title will be 'Project Team Administrator' RED are an expanding international M&E consultancy, with a proven track record in low energy design, focused on providing excellent design solutions to clients. Through our market leading technical expertise, we enable the world’s...


  • United Kingdom RED Engineering Design Full time

    Junior Team Administrator - London *Please note, if successful, your role title will be 'Project Team Administrator' RED are an expanding international M&E consultancy, with a proven track record in low energy design, focused on providing excellent design solutions to clients. Through our market leading technical expertise, we enable the world’s...

  • Junior Paraplanner

    3 weeks ago


    United Kingdom mbf Full time €40,000

    Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit a Junior Paraplanner. Our client is one of the foremost names in the industry, they are a reputable business who are at an exciting stage of growth. They are dedicated to providing first class financial planning & investment...

  • Junior Paraplanner

    3 weeks ago


    United Kingdom mbf Full time €40,000

    Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit a Junior Paraplanner. Our client is one of the foremost names in the industry, they are a reputable business who are at an exciting stage of growth. They are dedicated to providing first class financial planning & investment...


  • United Kingdom RED Engineering Design Full time

    Please note, if successful, your role title will be 'Project Team Administrator' Through our market leading technical expertise, we enable the world’s digital infrastructure and develop the built environment whilst also helping clients realise ambitious plans for zero carbon-built environments. We cover the entire life cycle of any building project,...


  • United Kingdom RED Engineering Design Full time

    Please note, if successful, your role title will be 'Project Team Administrator' Through our market leading technical expertise, we enable the world’s digital infrastructure and develop the built environment whilst also helping clients realise ambitious plans for zero carbon-built environments. We cover the entire life cycle of any building project,...


  • United Kingdom Searchability® Full time €35,000

    Network Administrator ~ Permanent position – Based in Stafford ~37 hours per week, Monday – Friday My client are seeking an experienced and skilled Network Administrator with cyber security experience to join their IT Team. This small, dynamic team provides IT support to around 200 users in the UK and 50 users in the USA. They are passionate...


  • United Kingdom Aretiforce | B Corp™ Full time €60,000

    Salesforce Administrator / Functional Consultant Bristol (Hybrid) Full-time Up to £60k depending on experience We are seeking an experienced Salesforce Administrator / Functional Consultant with at least 4 years of hands-on experience. In this role, you'll be a senior on a team doing a mix of 2nd level support and declarative project work, and to...


  • United Kingdom EQ Investors Full time €26,500 - €28,500

    Company Overview EQ is an award-winning wealth manager with over 70 staff and 2,000 clients, including private individuals, companies and charities all around the UK. Making a positive contribution to the wider community is a core part of our business philosophy. This is an opportunity to join an established administration and support function and to be...


  • United Kingdom EQ Investors Full time €26,500 - €28,500

    Company Overview EQ is an award-winning wealth manager with over 70 staff and 2,000 clients, including private individuals, companies and charities all around the UK. Making a positive contribution to the wider community is a core part of our business philosophy. This is an opportunity to join an established administration and support function and to be...


  • United Kingdom JLA Group Full time

    JLA is a mission critical infrastructure solutions business offering services Laundry, Catering, Heating, Fire Safety, Infection Control and Air Conditioning. The company offers an end-to-end, on premise, machine supply and breakdown service proposition under the name Total Care, and additional products and services. JLA is driven by a world class Sales &...


  • United Kingdom Roxwell Talent Full time

    Delighted to be supporting a well-established law firm based in Central London in recruiting a Junior Finance Analyst to join their finance department. The ideal candidate will be either an undergraduate looking for their first role, a school leaver with A-levels/BTEC equivalent or up to 1 years’ experience in an entry level/finance administration role. ...


  • United Kingdom Roxwell Talent Full time

    Delighted to be supporting a well-established law firm based in Central London in recruiting a Junior Finance Analyst to join their finance department. The ideal candidate will be either an undergraduate looking for their first role, a school leaver with A-levels/BTEC equivalent or up to 1 years’ experience in an entry level/finance administration role. ...


  • united kingdom Roxwell Talent Full time

    Delighted to be supporting a well-established law firm based in Central London in recruiting a Junior Finance Analyst to join their finance department. The ideal candidate will be either an undergraduate looking for their first role, a school leaver with A-levels/BTEC equivalent or up to 1 years’ experience in an entry level/finance administration role. ...


  • United Kingdom Roxwell Talent Full time

    Delighted to be supporting a well-established law firm based in Central London in recruiting a Junior Finance Analyst to join their finance department. The ideal candidate will be either an undergraduate looking for their first role, a school leaver with A-levels/BTEC equivalent or up to 1 years’ experience in an entry level/finance administration role. ...