Financial Administrator£24,000 - £30,000 (Dependent on experience)
Juniors Welcome!
We are working with a well-established, boutique wealth management company to hire an Administrator to join their small and friendly team!
The great news is they are open to hiring entry level candidates and offering you on the job training which makes this such a valuable opportunity! So if you are a school leaver with A levels looking to start your career, then this is for you! We are also open to graduate candidates or those with experience in a similar role. The salary will be depending on your experience.
Duties
- Act as first point of contact to high profile clients (phone, email and in person)
- Support the Relationship Managers with arranging meetings
- Prepare and collate documents in advance of meetings
- Create and update client files
- Create and send letters from templates and follow all relevant processs
- Run client account reports
- Check documentation and chase outstanding matters
- Deal with all incoming correspondence
- A wide range of other administrative tasks and processes
- Learn relevant industry regulations and rules (training will be given)
You
- Excited to join the world of wealth management
- Professional appearance and telephone manner
- Excellent written & verbal communication
- Proven ability to follow processes and procedures
- High levels of attention to detail and accuracy
- Show initiative and common sense
- Strong MS Office skills and ability to pick up new systems
- Reliable and hardworking
You will be excited by the world of finance and interested in building a career in the fast paced and exciting world of wealth management. Apply today and don’t miss out on this fantastic opportunity to fast track your career in a sociable and dynamic office with a friendly team and amazing benefits!
The role is based in beautiful West End offices, and you even get to benefit from hybrid working with 1 day per week from home!