Job Description
We are looking for someone that is extremely well organised with a very high attention to detail, that has the ability to manage a busy, varied workload with previous experience within an FCA regulated environment, ideally within a financial advice practice. You will be highly proactive. A great personality is also very important to make the most of the brilliant environment created.
Duties include, but is not restricted to:
- Organise and diarise meetings on behalf of the Director
- Fields calls and email queries as appropriate
- Provide agendas and information requests prior to client meetings
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Liaise with product providers to ensure all applications are received and completed.
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Ensure all client information (including meeting notes) is accurately maintained on internal systems
- Run client risk tolerances and carry out anti-money laundering checks
- Ensure client files are organised and updated, and easily accessible
The successful candidate will have:
- 1-2 years’ experience in a relevant administration role within the independent sector of the financial services industry will be a distinct advantage, but admin experience from other sectors will be considered
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
Salary is subject to experience and chosen hours
Hybrid role (home/office based)
Office based central London