Requisition ID 702 - Posted - Administration - South East - Kent - Full time - On-site - Entry level
This is an exciting opportunity for a self-motivated and well-organised individual who wishes to develop their skills and experience in a fast-growing financial advice firm. We’re looking for a responsive, first-class administrator. The role includes a range of administrative duties, client service and technical support to assist the financial advisers.
Responsibilities
1. Review planning: The scheduling, planning and organising client reviews with the financial planner.
2. Meeting preparation: Preparing all pre-meeting requirements such as portfolio valuations and performance, fact find documentation, money laundering requirements, risk questionnaires, etc.
3. Post-meeting administration: Preparing, writing and producing client reports.
4. Implementing advice actions: For instance, fund switches and new business.
5. General office administration: Client servicing support as required.
The ideal person
1. Able to work within defined business processes.
2. Prioritise and plan own workload.
3. Have attention to detail and accuracy.
4. Be able to communicate effectively with colleagues and clients.
5. Excellent interpersonal skills, both written and verbal.
6. Ability to focus and prioritise effectively.
Qualifications
Ideally at least 2-5 years experience as a senior administrator in the financial/wealth planning sector.
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