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    Administrator - Financial Administrator - United Kingdom - Antony George Recruitment

    Antony George Recruitment
    Antony George Recruitment United Kingdom

    2 days ago

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    Description
    Job Description
    MLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind.

    The business aims to be a standout brand, prioritising client objectives, professional service, and community engagement, whilst creating an environment for employees to be successful, both personally and professionally.

    They have a large client base and significant assets under management.

    They have an excellent reputation and have been rated in the top 10 IFAs in the UK on the Vouched For website.


    Package Details:
    The successful candidate will receive a Salary of £28,000-£35,000 Per Annum


    Other benefits include:
    ~ Company pension
    ~ Bonus scheme
    ~ On-site parking
    ~25 days annual leave plus bank holidays


    Purpose of the role:

    As a growing business, MLP Wealth Management are continually onboarding new clients, as well as servicing/reviewing existing ones and wish to add to their admin team to support this.


    Duties and Responsibilities:
    Administrators would work in a small team supporting IFAs with general admin and case handling. A senior administrator would also oversee the day-to-day running of the office.

    Your duties will include but not be limited to:

    Working closely with the administration team to help gather policy information

    Help with projects:
    for example, Mifid annual reviews, other client campaigns, annual portfolio rebalances

    Help Advisers writing reports:
    e.g. Annual review letters
    General admin support
    Speaking directly to clients and carrying out client reviews
    Relationship building
    Generating and converting opportunities into business


    The Ideal Employee:
    Relevant Skills/Experience

    Wealth management admin support
    Familiar with Back-office systems such as X-Plan or similar, FE Analytics, Cashcalc and provider platforms, such as Quilter and Transact
    Good knowledge around pensions and investments
    Good communication skills
    Relevant examinations
    General administration
    A good understanding of the FCA rules and how a financial services firm operates.
    Very strong IT skills

    Experience required: 1 year of financial planning admin experience.
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