Administrative Assistant

3 days ago


Saffron Walden, Essex, United Kingdom Antony George Recruitment Full time
Job Title: Administrative Assistant - Wealth Management

About Our Client:

Antony George Recruitment is a boutique financial advisory firm dedicated to providing exceptional service, with a strong focus on teamwork and client relationships.

Estimated Salary: £28,000-£38,000 per annum

Key Responsibilities:

  • Prepare monthly cash reports and handle death claims

  • Manage power of attorney and trust cases

  • Coordinate diary and client meetings

  • Oversee new business processes, including form gathering and transfer processing

  • Arrange client withdrawals and provide dealing instructions

  • Prepare meeting packs, valuations, and illustrations for advisers

  • Serve as the first point of contact for client queries and provide a high level of customer service

  • Perform general office duties, such as scanning, data entry, and phone support

Requirements:

  • Minimum of 3 years of experience in a busy IFA practice

  • Strong client communication skills, both face-to-face and via phone

  • Familiarity with Curo and Transact platform (preferred but not essential)

  • Ability to work effectively in a busy environment and support team members

  • Some experience managing or training others is advantageous

Benefits:

  • 25 days of base holiday

  • Private medical care after probation, with the option to add a partner at personal cost

  • 5% gross employer contribution to the pension

  • Health insurance providing 50% salary until retirement in case of serious illness

  • Discretionary bonus pool

  • Hybrid working option after probation (up to two days at home per week)

  • Support for exams and personal mentoring



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