Administrator

An established and growing Wealth Management company in North West London are seeking an Administrator to join their team on a permanent basis. This role is suited for someone with previous experience working in Wealth Management or IFA practice.

This role will involve cooperating with Financial planners and branch managers whilst dealing with front of house and general administrative tasks.

This is an office based role, Monday to Friday, 9am-5.30pm.

Key Duties:

• Deal with clients and general enquiries over email and telephone, including requests for moving funds and maintaining records
• Process new business and support with new client onboarding
• Add and update new client data on to back office system
• Prepare paperwork for client reviews and arrange reviews as they become due and prepare any subsequent follow up material
• Update and compile new client packs and other marketing documents
• Produce client valuations and liaise with providers for outstanding statements
• Diarise and monitor income payments and management fees and monitor asset transfer reports
• Support client related systems and processes
• General office management tasks such as managing rent payments
• Oversee the Junior Administrator

Key Skills:

• 2 years+ experience in Wealth Management / IFA Practice
• Excellent communication skills and attention to detail
• Strong work ethic and self-motivated
• Great organisational skills
• Strong IT skills and knowledge of Microsoft Office Packages

TwentyFour Recruitment is an equal opportunity employer. If your skill set and experience match the above ad then please apply today and if your CV is shortlisted a consultant will contact you to discuss the next stage of the recruitment process