Financial Planning Administrator - Wealth Management Firm based in the City

Our client, a high profile Wealth Management firm in the City, are looking for a Financial Planning Administrator to join them on a permanent basis. The ideal candidate will be degree educated, with 6 months + experience in a corporate environment providing administration support. This role will be providing admin & client relationship support to the Financial Planning Team.

Roles and Responsibility:

• Completing, checking and submitting client reports and take-on documentation, initially under supervision.
• Maintaining new business and prospect tracker systems.
• Updating client database including fact find input
• Printing and binding of reports and presentations.
• Efficient handling of letters, telephone calls and faxes, handling of email traffic and dealing pro-actively with all other items of incoming and outgoing correspondence.
• Maintaining manual and electronic filing system.
• Ordering stationary as and when required.
• Arranging and co-ordinating meetings and following up on presentations and seminars.
• Ensuring that relevant supporting documents for meetings are provided to Financial Planners in advance.
• Helping prepare client financial planning reviews.
• Communicating with plan providers to obtain client information.
• Deal with some aspects of office marketing, including, but not limited to, creating prospect lists and mailings, and co-ordinating marketing events and presentations.

Skills

• Excellent organisational skills.
• Excellent verbal and written communication skills.
• Good numeracy skills.
• Ability to quickly build effective relationships at all levels of the business, including work colleagues, external clients, product providers and other such professional connections.
• Experience of all MS Office Packages, particularly Word, Excel and Power Point.
• Display a positive approach to change, remain calm and work well under pressure.
• Be able to set and maintain high standards.