Administrative Support

3 weeks ago


London, United Kingdom JJ Search Full time

Administrative Support , Business Management Team , Wealth Management

The Company:

Our client is a boutique wealth management company, highly recognised and fantastic reputation.

The Role:

This role is a 12-month fixed term contract, with opportunity to become permanent.

The Administrative Support will provide assistance to the Business Management & Client Service team, including but not limited to: tracking information, logging forms managing mailbox items.

Working with both national and international IFAs in order to maintain relationships for the Wealth Management company.

Where needed, help with IFA marketing events and seminars across the regions.

The Administrative Support will be responsible for ensuring that all client/adviser related tasks are completed accurately, efficiently and in a timely manner.

Provide ongoing support to the Business Management Investment office as a whole responding to client/adviser queries and resolving any potential issues.

The Administrative Support will provide support to the Investment Management/ Wealth Management firm with any new business initiatives.

The Candidate:

Minimum 1 years’ experience in a financial services or professional services administration support role.

A keen interest in working in Administrative Support within financial services and with the Front office.

Previous experience in Investment Management/ Financial Planning / Wealth Management / Business Development Support is advantageous – but not essential.

Educated to A-level.

Proficient levels of Microsoft Office skills especially Excel, Word & PowerPoint.

Comfortable working in a fast-paced Wealth Management environment and calm under pressure.

A confidence to speak with clients and the ability to develop relationships with IFA’s



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