Career
Are you eager to join our dynamic financial planning team and contribute to providing exceptional client service? We're looking for a Client Administrator who thrives in a fast-changing environment and has a knack for learning new skills quickly.

About the Role
Based in our London Head office, you will play a crucial role in assisting our financial planners by managing various administrative tasks. Your role is key to ensuring our clients receive outstanding service tailored to their financial needs and goals. With an aptitude for learning, you will quickly adapt and become an integral member of our team.

Accountabilities 

• Liaise with 3rd party providers and navigate provider platforms (easy to do, must be comfortable using software).
• Process new business applications.
• Co-ordinate Financial Planner’s diaries and arrange client meetings.
• Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs.
• Respond to enquiries, liaising directly with high net worth clients.
• Keep systems updated with accurate data, within specified deadlines. 

Skills and Experience

• Previous experience in a similar admin role within financial services.
• Exceptional attention to detail and organisational skills.
• Trusted by peers and clients, demonstrating integrity and confidentiality.
• Strong drive and motivation to meet deadlines and exceed expectations.
• Proficient with Microsoft Office suite, especially Excel and CRM systems.
• Eager to learn with a proven ability to adapt quickly to new tasks and challenges.

Benefits

• Competitive Pension Scheme - employer contributes 6%, you contribute 3%
• 26 days holiday plus bank holidays
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection
• Flexible Working Policy - balance office and homework

Our agile working environment means you'll have the opportunity to engage in a variety of tasks and projects, ensuring a diverse and enriching work experience as you develop professionally.