Administrator - London, United Kingdom - RecruitUK

RecruitUK

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Title:
Administrator

Location:
London

Salary:
£25,000 - £27,000

Reference: 7907

The company:

Are you looking to kick-start your career within Financial Planning?

Are you interested in joining a well-established and thriving Investment and Wealth Management practice in London?

Are you able to provide and deliver a high standard of service?

We're working with a fast-growing practice who spends their time learning about their clients' unique needs to help shape their futures.

Moreover, they have the same ethos when it comes to their employees, they'll discuss your long-term career plans to shape progression and opportunities to learn to match your goals but also to manage your expectations from the beginning.

As an Administrator, you will be providing exceptional support to ensure effective and excellent client service.

The role:

Support the Financial Planning team
Support with scheduling Annual Reviews
Ensure all KYC documentations are up to date
Liaise with providers
Process new and existing business
Update and maintain back office systems

To succeed you will need:

Corporate Administrative experienced
GCSE English and Mathematics (or equivalent) grades A
C
Have a basic knowledge of the industry
Able to work with Financial Planners
Organised and proactive
IT Literate: Microsoft Packages and experience with platforms/systems

Benefits:

Salary up to £27,000
25 days holiday
3 days in the office 2 days working from home
Full home office set up inc monitors and laptop delivered before your first day
Generous pension from 9% and bonus scheme
Exam support and clear progression into senior role/investments or financial planning to suit your needs and aspirations.
Life assurance, income protection, Private medical / health scheme and many more