Office Administrator

6 months ago


Manchester, United Kingdom Falcon Wealth Management Full time

**Office Administrator (Wealth Management)**

Location: Manchester,

Full Time, Permanent

**Salary**: Negotiable, Depending on Experience

**Company Overview**:
Falcon Wealth Management is a dynamic and forward-thinking firm serving high-caliber clients, including hedge funds, stockbrokers, private equity firms, and investment managers. Our client-first approach sets us apart, and we take pride in delivering exceptional financial services. As a valued member of our growing team, you will be supported by experienced finance professionals, fostering your growth and expertise in the financial industry. We prioritise employee wellbeing and provide ample career development opportunities.

**Job Summary**:
**Key Responsibilities**:

- Prepare client review packs to ensure accurate and organised documentation.
- Arrange client meetings and efficiently process new business requests.
- Assist Independent Financial Advisors in daily tasks to deliver exceptional client support.
- Work with new and existing clients to process relevant documentation, complying with industry regulations and FCA guidance.
- Continually update files and maintain compliance with industry regulations.
- Keep all stakeholders informed about work progress and relevant activities.
- Prepare financial services-related correspondence to facilitate smooth communication.
- Ensure the CRM system is up-to-date and maintain accurate KYC information.
- Handle invoicing and maintain client files effectively while identifying and addressing compliance or risk issues.

**Qualifications and Skills**:

- Experience: _Ideally, you have prior experience in Financial Services, Wealth Management, or a related professional office-based role.
- Communication: _Possess excellent interpersonal and communication skills, allowing you to build strong relationships effortlessly.
- Organisational Skills_: Strong organisational abilities to prioritise tasks and meet deadlines efficiently.
- Conscientious Approach:_ Demonstrate a diligent and detail-oriented work ethic, eager to make valuable contributions.
- Willingness to Learn_: Highly organised and enthusiastic about continuous learning and professional development.

If you possess the above skills and experience and are eager to contribute to our team's success, we invite you to get in touch and submit your CV. Join Falcon Wealth Management and embark on an exciting journey with ample growth prospects and a client-centric approach.

**Job Types**: Full-time, Permanent

**Salary**: From £19,500.00 per year

**Benefits**:

- Company pension
- Flexitime
- Referral programme
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Ability to commute/relocate:

- Manchester, M3: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Admin/Office: 1 year (required)

Work Location: In person

Reference ID: Off-adM/Falcon



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