Job Description
Company Overview
EQ is an award-winning wealth manager with c70 staff and 2,000 clients, including private individuals, companies and charities all around the UK. We are based in London near Monument.
EQ is also a Certified B Corporation (having been one of the founding firms in the UK), an internationally recognised standard for companies that believe in business as a force for good. Making a positive contribution to the wider community is a core part of our business philosophy.
Role
This is an opportunity to join an established administration and support function and to be an integral member of EQ’s Financial Planning Client Servicing Team. The Administrator will be a key part of the wider Financial Planning team.
With regular interactions with external third parties (Platforms/Providers) as well as internally with Financial Planners, Paraplanners and other Administrators, the role will suit an individual with an adaptable and flexible working style, an ability to prioritise and manage workloads and strong communication skills.
The candidate will report to the Head of Administration at EQ.
Knowledge & Experience
1. 2-5 Years’ industry experience – 1-2yrs within an IFA environment
2. Excellent product kn...