Average Business Administrator salary in City of London

Financial Adviser Administrator - New Opportunity We are recruiting for a Financial Adviser Administrator to join an established Principal Practice of St. James’s Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner. Please note that whilst previous experience in financial services administration is preferrable it is not essential, as full training on all areas shall be provided. Role Overview You will be working with one Financial Adviser assisting them to deliver a first-class professional client service level within an administrative capacity. The position requires strong attention to detail and accuracy due to the complex nature of the services we offer to our clients. A good basic understanding of some form of financial services administration would be advantageous, as would a natural numerical skill. Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner - good communication skills are a must. Either aspiring long term financial services administrators, graduates or those willing to start their career within an administrative support capacity would be particularly suited to this role. Full training will be provided in all administrative area of the role. Role content: The role will include, but is not limited to the following responsibilities: Pro-active and structured approach to the partners administration needs, ensuring the efficient smooth running of the back-office support; focus on best client outcomes whilst diligently adhering to regulatory process.Prepare full and bespoke client CFRs via Salesforce and supporting documentation to assist with the automated production of suitability letters across and seek relevant approvals for business submissions on behalf of the Adviser.Become competent and proficient in use of support systems, e.g. Salesforce, My Practice, iBusiness, Voyant, FE Analytics to provide full client task and client review management processPreparing client meeting packs in advance, using support systems to provide data analysis of clients’ funds and investmentsManage partners Letter of Authority (LoA’s) process; gathering signed client LoAs; liaising with LoA management service to receipt of complete 3rd party provider documentationEnsure that client and business files are accurately maintained and filed/archived in line with compliance regulations.Liaising with internal marketing team, as directed by the financial adviser.Dealing with client queries via telephone, email, face-to-face or in writing as required and directed by the financial adviser. § Maintain the high professional standards required, in line with the culture and values of the business. Technical skills required Previous administrative experience highly desirablePrevious experience working in administration within financial services, with a basic understanding of pensions and / or investments in an administrative capacity advantageous (but not essential)First class organisational skills to deliver against a wide variety of tasksEffective communication skills verbally, face to face and in writingHighly computer literate: Word, Excel, OutlookGood A’ Level or Degree results. Education experience in related field e.g. Maths, Economics, Finance, Accounting highly desirable. Personal attributes Scrupulous high level of accuracy and attention to detail in workNaturally comfortable working in a numeric environmentExperienced in delivering in a fast-paced environment.Strong interpersonal / client relationship management skillsAbility to manage own workloads and multitask where appropriateAble to work independently, disciplined in work approach with the ability to get the job doneProfessional and approachable manner to clients and colleaguesHighly professional and well presented with a strong work ethicAbility to work effectively under pressure to meet tight deadlines where requiredAble to deal with individuals at all levels, including those of high net worthAble to work in a high confidential and discreet environmentPro-active in approach Additional information Salary: £23-28K depending on experienceRole type: Employed role, auto-enrolment pension schemeLocation: Moorgate, London, EC2V 5DEHours of work: Monday to Friday, 37.5 hours a week between the core hours of 8.00am - 6.00pm. Please note that at busy peak times in year such as tax year end, additional hours will be required as standard.Training: Full training shall be providedHoliday: 25 days plus bank holiday paid holiday entitlementPension: Auto-enrolment pension scheme provided To apply for this excellent opportunity or for further information, please apply online

We are recruiting for a Wealth Management Administrator to join an established Principal Practice of St. James’s Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner. This role is provided on a full-time employed basis. Role Overview You will be working with one Partner / Financial Adviser assisting them to deliver a first class professional client service level within an administrative capacity. The position requires strong attention to detail and accuracy due to the complex nature of the services we offer to our clients. A good understanding of Financial Services, or the desire to learn and build a career in Wealth Management, will be a major benefit to the successful applicant. Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner - good communication skills are a must. The role will include an element of sales / marketing at a basic level, therefore, it is essential the individual is comfortable on the telephone speaking to clients of high net worth. The successful candidate will be given the opportunity to develop and grow within the role, completing the Level 4 Diploma in Financial Planning (DipPFS) exams to work towards becoming a competent Paraplanner within the medium term or a financial adviser themselves in the long term (within 3-5years). Either aspiring future financial advisers / Paraplanners willing to start their career within an Administrative sales support capacity would be particularly suited to this role, or long term administrator wishing to grow their career into a more senior administrative position. Full training will be provided in all administrative area of the role. Role content: The role will include, but is not limited to the following responsibilities: Client / Team communication Pro-active and structured approach to the Practice’s administration needs, ensuring the smooth running of the back office supportDealing with client queries via telephone, email, face-to-face or in writing as requiredIntroduction to face to face client meetings once fully trained in the role Meeting preparation Using financial software to provide data analysis of clients’ funds and investments (via FE Analytics / Voyant once trained)Producing personalised illustrations, and obtaining up to date wealth accountsPreparing critical yield calculationsLiaising with pension and investment companiesPreparing meeting packs in advance of client meetings Administration Liaising with internal central administration centres regarding client’s funds and investmentsSwitching of client funds and processing fund surrendersSetting up new clients on iBusiness, and keeping all client information up to date where requiredIssuing and chasing letters of authority Marketing / Sales Proactively contacting clients to introduce topical seminars to themContacting clients to arrange meetings with the financial adviser Business Processing Electronic Business Submission processingProcessing paper application formsBasic suitability letter preparation Technical skills required Previous Financial Service experience preferred, but not essential as full training will be provided.First class organisational skills to deliver against a wide variety of tasksEffective communication skills verbally, face to face and in writingStrong interpersonal skillsAbility to work flexiblyHighly computer literate: Word, Excel, Outlook Personal attributes Education experience in related field e.g Economics, Finance, Accounting etc (not essential but highly desirable), OR relevant work experience in a similar roleAbility to manage own workloads and multitask where appropriateAble to work independently, disciplined in work approach with the ability to get the job doneProfessional and approachable manner to clients and colleaguesWell presentedAbility to work effectively under pressure to meet tight deadlines where requiredAble to deal with individuals at all levels, including those of high net worthAble to work in a high confidential and discreet environmentExceptional attention to detailPro-active in approachNaturally comfortable working in a numeric environmentReliable and committed long term to a career in Wealth Management Additional information No previous experience in the field requiredSalary: £25-28K depending on experience for graduates or experienced candidates.Salary: £24-25K for A Level school leaver candidatesRole type: Employed roleLocation: Moorgate, London, EC2V 5DEHours of work: Monday to Friday, 37.5 hours a week between the core hours of 8.00am - 6.00pm. Please note that at busy peak times in year such as tax year end, additional hours will be required as standard.Training: Full training shall be providedHoliday: 25 days plus bank holiday (paid holiday entitlement) To apply for this excellent opportunity or for further information, please apply online

Overview: We are seeking a detail-oriented Property Administrator to join our clients’ busy property management team, in a newly created role, responsible for managing the car park portfolio and providing administrative support across their team and estates they manage. Property Administrator - Company Profile: The company vision is to become the leading property adviser in all the global markets that they operate in. They have a network of UK offices that offer a range of expertise which covers all the key segments of residential, office, industrial, retail, rural property and mixed-use development schemes. They attract, recruit and retain the best people in the industry. Property Administrator - Key Responsibilities: Car Park Management: Oversee car park administration.Update CRM systems and maintain accurate records. Administrative Support: Compile Excel spreadsheets for budgets and property data.Prepare change notes for clients, properties, and leases.Maintain files and coordinate complaint responses.Attend and minute client meetings. Client Interaction: Handle inquiries from tenants and clients.Compile data and prepare reports (from liaison with internal teams) Team Collaboration: Work closely with property managers and accounts teams.Monitor work referrals and logs. Property Administrator - Person Profile: Experience: Previous experience in property management or administration/accounts or similar administrative role is essential.Minute taking experience in fast paced meetings. Technical Proficiency: Intermediate knowledge of Microsoft Excel.Competent in Microsoft Word and Outlook; PowerPoint is a plus. Skills: Excellent organisational, and multitasking skills.Strong attention to detail and problem-solving abilities.Highly developed written/verbal communication skills and proof reading is essential. Property Administrator - Package: Location: Central London (Hybrid 3 days office, 2 home)Salary: £30-32,000Benefits: range of company benefits available (tbc) and discretionary bonusHours: Mon to Fri, standard office hours If you are a property administrator or coordinator, or work in property accounts or a general fast paced administration role and want to work for a leading property company,then please call James for more information and a confidential chat about this role.