Private Client Administrator
2 days ago
About Us
May & Stephens is a prestigious financial services company based in London, providing expert advice and support to individuals and businesses.
We are currently seeking a skilled Private Client Administrator to join our team, responsible for supporting the administration of private client and corporate financial planning services.
This is an exciting opportunity for someone looking to develop their career in the financial planning space, with a competitive salary of £32,000 - £36,000 per annum.
- Key Responsibilities:
- Collate meeting packs and obtain quotations.
- Create illustrations and manage incoming inquiries.
- Liaise with advisors and clients to resolve queries.
- Manage room bookings, visitor parking, and catering as required.
We pride ourselves on offering a dynamic and supportive work environment, with opportunities for professional development and growth.
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