Experienced Financial Services Administrator

2 weeks ago

London, Greater London, United Kingdom Blakemore Recruitment Full time
{"title": "Administrative Support Specialist for Financial Planners", "subtitle": "Join our team as an experienced administrator to provide exceptional support to our financial planners in London.", "content": "

We are currently recruiting for a highly regarded boutique financial planner who are looking to recruit an experienced Administrator to join their team in London.

Purpose of Role

To provide exceptional quality administrative and technical support to companies Head of International Private Clients, and to other members of the team in advisory and technical roles. This is a busy role assisting the team in delivering an outstanding holistic financial planning service to new and existing clients, many of whom have an international dimension to their wealth management.

Responsibilities

The role comprises, but is not restricted to:

  • Client servicing and meeting preparation
  • Correspondence and client files
  • Compliance with FCA and company procedures
  • General administration

Requirements

The successful candidate will have:

  • At least 3 years' experience within the independent sector of the financial services industry, in a relevant administration role family office or HNW/UHNW independent wealth management rather than a provider
  • Sound technical knowledge covering pensions and investments, all aspects of documentation including Trusts and legal documents, and a good understanding of life policies, protection and the underwriting process
  • Demonstrable experience of delivering client service at the highest level
  • Experience of using iO or equivalent system to perform an administrative role; knowledge of Transact and international experience will be an advantage
  • Excellent IT skills with a good working knowledge of Excel
  • Excellent written and verbal communication skills with a high level of attention to detail
  • Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role

Competencies

They need someone who can:

  • Work to pressing deadlines, routinely involving a level of time commitment beyond standard working hours
  • Be personally resilient and able to handle the pressure of a busy team, demanding workload and complex client needs
  • Assist the adviser team and clients in an enthusiastic and proactive manner, using organisation, time management and prioritising skills and adapt easily to the working styles of the two advisers in the team
  • Demonstrate focus and motivation in delivering an exceptional level of customer service to clients, third parties and colleagues
  • Demonstrate sound professional judgment, the ability to work well under own initiative, and a common-sense, innovative and solution-focused approach to problems
  • Be punctual, presentable and professional at all times
", "keywords": "Administrative Support Specialist, Financial Planners, London, Boutique Financial Planner, Experienced Administrator"}

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