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MB Fitzgerald
,
London, Greater London
Financial Planning Administrator
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
Our Client is a Wealth Management practice based in Putney, London. Their Clients include successful business people, families and retirees based locally and countrywide; providing them with a complete range of wealth management and personalised financial planning services. They are now looking to recruit an all round Client Support Administrator . As a key part of this small office team you will be highly efficient, organised, and be able to multi-task and prioritise tasks accordingly. You will have a 'hands-on' approach and not be afraid to get on with the task in hand. Key responsibilities include: Client Support including: Preparing documentation for Client meetings Booking appointments and scheduling meetings Production of client valuations and preparation of review packs Extensive Client liaison Updating presentation data; including Client and marketing data Liaising with 3rd party providers and professional connections Providing proactive diary management for the Financial Adviser/Business Owner Coordinating and managing travel arrangements for the Financial Adviser/Business Owner Office Administration including: Coordinating office procedures Managing Client refreshments Managing incoming telephone communications Ensuring that the administration elements of the business are run in a responsible and efficient manner Coordinating and implementing business projects to support business development and growth Assisting the Directors with other activities Role Requirements: You will have experience in a busy and varied office and be able to offer a professional and efficient approach to business support and management You will have experience gained from working for a firm of Financial Advisers You will be IT literate You will have excellent organisational skills with very good attention to detail