We are currently looking for an Administrator to join a Financial planning company based in Moorgate. This is a medium sized company which offers perks such as free gym membership, exam allowance as well as a bonus and pension scheme. This role is paying up to 30k with working hours of 8.45am until 5.30pm with flexible working. You will work closely with and report to the Head Paraplanner to support the clients of the firm and the ongoing operations of the business. You will be given full training to understand how our firm works and the ongoing requirements of the six teams. This role will suit an administrator who comes from a Financial services background.
The role
Assist with client onboarding
Provide a high level of aftercare to all existing clients
Process any withdrawals as requested by our clients
Update client information accurately to make sure it is current in the CRM
Ensure the client portal is maintained and clients have full access
Assist with tax returns throughout the year
Support Operations
Ad hoc Admin
The person
Relevant experience of working in an Independent Financial Adviser (IFA) business
A degree-level education preferred but not essential
Work well in a team
Demonstrate impeccable attention to detail
Manage their time effectively