Financial Administrator
19 hours ago
Company Overview:
We are an independent resourcing consultancy specialising in wealth management. Our team provides exceptional financial planning and investment solutions to international investors and expatriates.
Role Overview:
The Financial Services Administrator will provide comprehensive administrative support to our financial advisors, ensuring the smooth operation of our services. This role is crucial in maintaining efficiency and accuracy of client documentation, managing communications, and supporting day-to-day activities of the advisory team.
Key Responsibilities:
Administrative Support: Provide essential administrative assistance to financial advisors, including scheduling meetings, preparing documents, and managing correspondence.
Client Documentation: Handle preparation, processing, and maintenance of client documentation, ensuring all records are accurate and up-to-date.
Communication Management: Serve as a point of contact for clients, managing inquiries and ensuring prompt and professional responses.
Data Management: Maintain and update client databases and records, ensuring data integrity and confidentiality.
Compliance and Procedures: Assist in ensuring all client interactions and documentation comply with regulatory requirements and company policies.
Coordination: Work closely with financial advisors and other team members to facilitate delivery of client services and ensure seamless operations.
Continuous Improvement: Identify opportunities for improving administrative processes and contribute to implementation of more efficient procedures.
Qualifications:
Experience: 2+ years of experience in an administrative role, preferably within the financial services or wealth management industry.
Education: A relevant degree or certification in administration, finance, or a related field is preferred.
Salary: £28,000 - £32,000 per annum.
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