Senior Financial services administrator- London City Firm
Salary
30k - 35k
Location
London
Job Type
Full Time
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Our client is a young & modern financial planning company, established by a team of financial professionals with a combined 35 years’ experience. With client service at its core, they provide full financial planning advice covering areas such as IHT and Estate planning, Pensions & Investments, Tax planning, Investment Planning, Insurance & Protection and Corporate advice; turning over £1.6m of new business per year.
The company is headed up by four Directors, two of whom seek a senior financial administrator to support them in their daily management. Aside from the usual diary management, personal assistance, and general administration duties, the role includes a heavy involvement with the companies clients’ and they require someone who is comfortable in a client facing role, aiding clients with general enquiries.
Key tasks will include;
- Extensive diary management.
- Arrangement and attendance of meetings.
- Responding to client queries.
- Supporting director and colleagues as and when required.
- Providing administrative support, such as typing of documents, data input, maintain client files, making travel arrangements and planning itineraries.
- New business submission and services, updating plans on Intelligent office and chasing providers to complete client cases.
- Formatting of suitability reports and sending to clients.