Financial Team Administrator- Independent Wealth Management Firm- Up to £28K

KMK are excited to be working with a successful Wealth Management firm who are seeking a Team Administrator to join their small progressive company.

Based in lovely Barbican offices, your main duty is to support the advisory and operations teams to deliver an outstanding service to clients! This will involve carrying out administrative tasks in relation to providing clients with advice and assisting the advisory teams with day-to-day financial planning and marketing duties.

You will be responsible for assisting in the preparation of outstanding financial advice, supporting the advisory teams to execute client relationship strategy, deliver client work to advisory teams in a timely manner and general administrative duties.

It is vital that you have a flexible, autonomous approach to working along with a friendly, professional and proactive persona!  

More than just a wealth management firm our client prides themselves on offering a team-based approach that allows them to build strong individual relationships with their clients.

Paying up to £28K!