We are currently looking for an Administrator to join a financial planning company based in Moorgate. This is a medium‑sized company which offers perks such as free gym membership, exam allowance as well as a bonus and pension scheme. This role is paying up to £30k with working hours of 8:45am until 5:30pm with flexible working. You will work closely with and report to the Head Paraplanner to support the clients of the firm and the ongoing operations of the business. You will be given full training to understand how our firm works and the ongoing requirements of the six teams. This role will suit an administrator who comes from a Financial services background.
Responsibilities
* Assist with client onboarding
* Provide a high level of aftercare to all existing clients
* Process any withdrawals as requested by our clients
* Update client information accurately to make sure it is current in the CRM
* Ensure the client portal is maintained and clients have full access
* Assist with tax returns throughout the year
* Support operations
* Adhoc admin
Qualifications
* Relevant experience of working in an Independent Financial Adviser (IFA) business
* A degree‑level education preferred but not essential
* Work well in a team
* Demonstrate impeccable attention to detail
* Manage their time effectively
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