Senior Administrator | Hybrid | c £30K - £45K Neg / DOE
We are seeking an Administrator to join our award winning client at their office in London
The ideal applicant will have at least 5 years experience in a similar role and a strong understanding of financial services .
You will be working closely with the IFA's / Financial Advisers and wider team to provide the best advice and service to a range of diverse clients.
Duties include:
Preparation of meeting packs and post meeting summary letters
Conducting fund switches and completing associated paperwork.
Create analytics charts for presentation and review
Completion of protection comparison reports, quotations, and processing applications, if required
Obtain and collate LOA information etc
Arrange pension reviews
Input of data to assist with cashflow modelling
Provide cover for PA when required
Other administration duties as required
In return you will receive a healthy salary plus bonus, flexible working (2 days on site at the London office), 37.5 hour week, in a supportive company with a healthy, friendly and supportive working culture
Full support and excellent career progression opportunities available
Job Types: Full-time, Permanent
Pay: £30,000.00-£45,000.00 per year
Benefits:
- Company events
- Company pension
- Life insurance
- Private medical insurance
- Work from home
Application question(s):
- Do you have previous experience with Financial Advice / Wealth Management?
Work Location: Hybrid remote in London EC1M
