Wealth Management Administrator
4 weeks ago
We are a leading UK-based wealth management and professional services group, dedicated to helping generations of people and businesses thrive through our extensive range of financial and professional services.
Our award-winning service is built on two core values: Personal, focusing on deep understanding of our clients' needs; Performance, demonstrating our breadth and depth of advice expertise to deliver exceptional results.
Join Our TeamWe are looking for an exceptional individual to join our Financial Planning team in London as a Client Administrator. As a key member of our team, you will provide administrative support to Financial Planners, build relationships with clients, and deliver a seamless client experience.
This is a fantastic opportunity for personal and professional growth, with access to a structured training program, ongoing studying and qualifications, and collaboration with experienced professionals. Our hybrid working arrangement allows for three days per week in the office.
Main Responsibilities- Support Financial Planners in achieving outstanding client outcomes.
- Liaise with operational teams to ensure smooth execution of activities.
- Maintain accurate back-office systems and client records in accordance with company policies.
- Proven experience in Financial Planning.
- Background in client support or financial planning roles.
- Knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds, etc.
- A strong ambition to build a career within a financial services firm with a willingness to learn and grow.
- A commitment to delivering exceptional client service.
- Salary range £36,000 - £41,000 per annum
- Comprehensive benefits package including private medical insurance, life assurance, pension contribution, generous holiday package, option to purchase additional holiday, and shared parental leave
We value diversity and inclusion, striving to create a workplace that reflects the complexity and richness of our clients' experiences and backgrounds.
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