Average Financial Administrator salary in City of London

Role: Our client is looking to recruit an immediate, Administrator for a 12 month Temporary role. In this role you will be responsible for the following duties: High-volume but straightforward administrative role supporting the underwriting team Review applications, accounts and business information to help assess risk Work through a clear checklist and prepare files to pass on to the Underwriter Process quotes, update records and liaise with brokers by phone and email Check documentation for accuracy, completeness and consistency Handle multiple tasks at pace while maintaining strong attention to detail Open on background - insurance or financial services useful but not essential if diligent, organised and comfortable with volume admin Environment operates similarly to banking, with some industry-specific processes to learn Profile: The successful temporary, Administrator will have at least 3 years experience working within an administrative function and will have ideally had experience within the banking or insurance sector. You must be either immediate or on a 1 week notice to be considered for this role. Client: Our client is an Insurance firm based in the City of London. You will work 2 days per week from their office and 3 days from home. Salary & Benefits: This immediate, temporary Administrator role will be paying circa £16-20 per hour. This is dependant on experience. Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data: gb/en/privacy-notice.

We are looking for a Financial Administrator for our clients based in the heart of London. You will be providing vital paraplanning and administration support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the firm in the future, if that is something the candidate would want.Responsibilities:- Provide vital paraplanning support to the team of wealth advisers - Research products, financial planning solutions and investment strategies - Prepare recommendation reports for client meetings - Provide a high level of technical support - Assist advisers with client management - Provide advisers and clients with technical reports and information - Ensure high worth investment transactions are carried out accurately Experience and qualifications:- Previous administrative and paraplanning experience required - Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate - Familiar with major research systems (e.g. Cashcalc, Salesforce, FE Analytics etc) - Experience of the Pension Switch market - Experience of administration of IHT or Investment products - Excellent IT skills and proficient in Microsoft OfficeIf you would be interested in applying for this position, then please send a copy of your CV to Josie at Artemis Recruitment.

Location - City of LondonSalary - £40,000 plus Package Role - Financial Planning AdministratorWell established wealth management practice based in the City of London require an additional administrator to complement their existing team. Hybrid working 3 days in office. Ideally knowledge of Xplan would be desirableThe Role;To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.Responsibilities;Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuationsProvision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone callsActing as a key contact point for all internal and external administrative queriesProvide email, diary administration; communication support including pre and post meeting preparation and actionsTrack all client documentation and data entry ensuring client records are maintained, accurate and in good orderEnsure all administration follows Wealth Managements regulatory and procedural processesAssist the Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank’s Values and Commitments as the business growsManagement of account opening and closure paperwork, and fee invoicing administrationWork closely with all Wealth Management personnel to facilitate an outstanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking ExecutivesLiaison with 3rd party providers; letters of authority, gathering existing details, applications forms and implementation of new businessLiaison with Client Transitions on general queries for take-on packs,static data updates and other Back Office OperationsClient phone/email contactCompliance and other internal departmentsDo you have;High net worth Wealth Management administration experienceStrong organisational and administrative skillsA responsive and proactive attitudeUnderstand the importance of and can deliver accuracyEffective written and verbal communication skillsQualifications;Suitable Wealth Management planning qualifications achieved or are working towardsOn Offer;Flexible workingCompetitive salary, pension & holiday allowanceBUPA Health cover4x Life AssuranceIncome Protection schemeDiscretionary bonusMarket leading maternity/paternity and menopause policiesFlexible benefitsDoes this sound like it could be your next move?Please apply or get in touch for more information