Financial Planning Administrator

6 days ago

London, Greater London, United Kingdom Blakemore Recruitment Full time
Job Title: Financial Planning Administrator

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Blakemore Recruitment. As a key member of our wealth management practice, you will play a crucial role in supporting our Investment Managers and Wealth Planners in delivering exceptional client service.

Key Responsibilities:
  • Contribute to the client experience by providing administrative support, including client communications, mailings, and valuations.
  • Provide responsive and timely administration support, including typing, photocopying, e-filing, and phone calls.
  • Act as a key contact point for internal and external administrative queries.
  • Manage client documentation and data entry, ensuring accurate and up-to-date records.
  • Ensure all administration adheres to regulatory and procedural processes.
  • Assist the Team Leader in projects and developing a team ethos of high standards of client service.
  • Manage account opening and closure paperwork, and fee invoicing administration.
  • Work closely with Wealth Management personnel to facilitate an outstanding client experience.
Requirements:
  • High net worth Wealth Management administration experience.
  • Strong organizational and administrative skills.
  • A responsive and proactive attitude.
  • Effective written and verbal communication skills.
  • Suitable Wealth Management planning qualifications achieved or working towards.
What We Offer:
  • Flexible working arrangements.
  • Competitive salary, pension, and holiday allowance.
  • BUPA Health cover.
  • 4x Life Assurance.
  • Income Protection scheme.
  • Discretionary bonus.
  • Market leading maternity/paternity and menopause policies.
  • Flexible benefits.

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