About us
Leagold Miller is an established, and reputable firm of independent insurance brokers and wealth & financial planning professionals.
Leagold Miller has evolved naturally over the years to meet the needs of their valued clients who rely on them to provide a friendly personal service, whilst also delivering quality professional advice.
Our work environment includes:
- Friendly & family feeling office setting
- Modern approach to systems and processes
- Client service focus
- Continuing growth plans
We are looking for an experienced Business Support Administrator to join our busy Wealth & Financial Planning team. The successful candidate will have at least one year's experience working within a Wealth Management or Financial Planning environment and will play a key role in supporting our advisers and delivering an excellent client experience.
Key Responsibilities
- Provide comprehensive administrative support to the Wealth & Financial Planning team.
- Process new business efficiently across a range of investment, pension, and protection products.
- Administer client platforms, including servicing requests, withdrawals, fund switches, and updates.
- Prepare client review packs and supporting documentation.
- Maintain accurate client records and update back-office systems.
- Liaise with clients, providers and third parties to progress business and resolve queries.
- Support advisers with client reviews, meeting preparation, and follow-up actions.
- Ensure all work is completed accurately and in line with FCA and internal compliance requirements.
- Manage a varied workload, prioritising tasks to meet deadlines whilst maintaining excellent attention to detail.
- Contribute to the smooth day-to-day running of the team and support continuous improvement of administrative processes.
Essential Skills & Experience
- A minimum of 1 year's experience working within a Wealth Management or Financial Planning team is essential.
- Experience of platform administration and new business processing is essential.
- Strong understanding of Wealth & Financial Planning administration processes.
- Excellent organisational skills with exceptional attention to detail.
- Confident communication skills with the ability to build professional relationships with clients and providers.
- Ability to manage multiple priorities while maintaining a high level of accuracy.
- Proficient in Microsoft Office and comfortable using back-office and platform systems.
- A proactive, positive, and collaborative approach with a commitment to delivering excellent client service.
Personal Qualities
- Able to manage changing priorities and work effectively in a busy environment.
- Reliable, organised, and able to work on your own initiative.
- Professional, approachable, and committed to providing excellent client service.
- A positive team player with a strong work ethic and willingness to support colleagues.
- Maintains confidentiality and always works with integrity.
IMPORTANT - Please note that for your application to be considered, all screening questions need to be answered in full.
Pay: £14.36-£17.95 per hour
Benefits:
Ability to commute/relocate:
- London E4 6AB: reliably commute or plan to relocate before starting work (required)
Application question(s):
- What’s the best job you’ve ever had, and why?
- Why should we hire you?
Experience:
- Wealth & Financial planning administration: 1 year (required)
Work authorisation:
- United Kingdom (required)
Work Location: In person
