Job Title: Office Administrator
Reporting to: The Business Manager
Our client is an innovative private wealth management firm at the leading-edge of the financial planning industry. A small and fast-growing firm, they specialise in working with professionals and business owners. They help their clients to visualize their financial future, plan to achieve their lifestyle goals and manage their assets to minimise tax, create, protect, and preserve wealth.
They provide a comprehensive, wealth management service, which is tailored to individual requirements. Amongst many other products and services, these solutions can include lifestyle financial planning and wealth management, investment strategy, tax planning, estate preservation, and specialist pension services.
With a significant client base and over £200 million of funds under management, their long-term working relationships are testament to the service and advice that they provide. As a firm, they believe in serving their clients at the highest professional and ethical standards, and are proud of their 99.9% client-retention rate. As a Chartered Financial Planning Firm, fewer than 5% of firms in the UK have advisors with the high-level qualifications held by those with our client.
Our client is looking for a bright, conscientious individual to join as an Office Administrator. You will be assisting the Advisers, Paraplanners and Client Relationship Executives supporting them with a variety of tasks.
Our client is proud to be an employer that supports employees throughout their journey with them, helping to shape their career.
As a new member of the team, you will receive training with support from experienced mentors and access to digital tools.
You will build skills in financial planning, client communication, compliance, and project delivery, preparing you for a successful career in financial services.
Main Duties
* Valuations: Preparing client valuations - gathering details of client holdings and updating database accordingly.
* Fact Finds: scanning and inputting into Back Office system all Fact Finds completed by the Advisers.
* Scanning: As directed by team members, scanning documents to the correct location.
* Post Duties: Opening post and distributing to team members. Ensuring that all post is franked at the end of the working day.
* File Maintenance: Setup of client files for Admin Team.
* Database Maintenance: Setup new clients in the Back Office system, and the input of client financial plans. Ensure amendments are made when client’s details change.
* Client Meeting Preparation: Ensure the meeting room is setup for client meetings. Prepare refreshments as directed. On occasion meet and greet clients.
* Diary maintenance: Ensure that client review meetings and valuation are setup in the diary.
* Client communications: Sending out appointment confirmation letter, quarterly newsletter etc.
* Fee/Commission entry: Inputting figures from providers statement into an excel spreadsheet.
* Ad Hoc Duties: Any other duties as directed by the Business manager and/or Directors.
Qualifications/Knowledge/Experience required
* A minimum of C grades in English and Mathematics at GCSE level
* Confident computer skills
* A Levels or equivalent
* Knowledge of Word and Excel
* Be able to confidently communicate with clients, other team members via the phone and face to face.
Personal Attributes
* Friendly
* Able to communicate well – both verbal and written
* Good organisational skills
* Be a good "team player" with the ability to work under their own initiative and manage priorities/deadlines
* Have "an eye for detail"
* Have a methodical, ordered, and structured approach to tasks and working with numbers.
* Must have had previous experience on the phone.
HOLIDAY
28 days holiday including bank holidays plus an additional 3 days over the Christmas period
Hours of Work
Monday – Friday 09:00 to 17:00 - Office based
Salary
Circa £25,000
Benefits
* Employer Pension Contribution
* Exam Support
* Death in Service
* Health Cash Plan
Interview Process
1. 1st stage phone/teams
2. 2nd stage face to face with a task to complete
To apply please send your CV to candidate@thegraduaterecruitment.co.uk quoting TGR3143C
https://www.thegraduaterecruitment.co.uk/vacancy/office-administrator
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