Junior Wealth Management Administrator
3 weeks ago
A fantastic new opportunity to join a fully independent firm of successful Wealth Managers based in central London who require a Junior Administrator to join their already established team. They offer flexible working.
**Role and Responsibilities**
- General day-to-day office administration tasks such as taking telephone calls, greeting clients, sorting and sending post, document filing.
- General support to financial planning team in servicing clients.
- Preparing client meeting packs and relevant supporting documents in advance of client meetings.
- Communicating with plan providers to obtain client information.
- Maintaining client information accurately on the firm’s software Xplan.
- To achieve a good technical knowledge relevant to financial planning.
- Using a range of software including Outlook, Word, Excel, Xplan, Powerpoint
- Management of their own diary and workload priorities.
***
**Desired Skills and Experience**
- Be fully proficient in all Microsoft Office programmes (Word, Excel, Outlook).
- Have a “Can-do” attitude.
- Drive and desire to improve all levels of process and procedures.
- Discretion when supporting activities and handling sensitive data.
Excellent Benefits.
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