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Antony George Recruitment
Banstead
MLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind. The business aims to be a standout brand, prioritising client objectives, professional service, and community engagement
Job Source: Antony George RecruitmentAntony George Recruitment
Banstead, England, United Kingdom
Job Description MLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind. The business aims to be a standout brand, prioritising client objectives, professional service, and co
Job Source: Antony George RecruitmentArtemis Recruitment Consultants Ltd
London
Our client is looking for a Financial Administrator to join their team in London. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties
Job Source: Artemis Recruitment Consultants LtdOak Private Wealth
London
Financial Services Administrator Salary of up to £28,000 (dependant on experience) + Benefits Full time (40 hours per week) Home based role – ideally within a commutable distance to London Oak Private Wealth is a small, happy company that is directly registered with the FCA. We manage over £120M for 120 families in a well-established client base. W
Job Source: Oak Private WealthReed
London
Financial Service Administrator Job Type: Full-time (9:00-17:30) Location: South West London (Hybrid) Salary: up to £35k My client is seeking a dedicated Administrator to provide comprehensive administrative support in the realm of financial planning and advice. Reporting to the Operations Manager, this role is integral to ensuring the smooth opera
Job Source: ReedReed
London
Financial Service Administrator Job Type: Full-time (9:00-17:30) Location: South West London (Hybrid) Salary: up to £35k My client is seeking a dedicated Administrator to provide comprehensive administrative support in the realm of financial planning and advice. Reporting to the Operations Manager, this role is integral to ensuring the smooth opera
Job Source: ReedBrevere Group
London
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal
Job Source: Brevere Groupmbf.
London
Our client, a leading Chartered and Accredited Independent Financial Planning Firm based in Wimbledon, are currently looking to recruit an experienced Administrator to join their growing team. The ideal candidate will have at least a year of experience in a Financial Services Admin position and will provide support to the firm's advisors. Key Resp
Job Source: mbf.London
Our client is looking for a Senior Financial Administrator to join their team in London.
Key Accountabilities:
PA and general admin duties
Organise and diarise meetings on behalf of the Private Client Advisors
Work with the Private Client Advisors to prioritise tasks
Fields calls and email queries as appropriate and act on all non-technical queries
Provide agendas and information requests prior to client meetings, if required
Assist with the production of management information, as required by central teams
Assist with general administration as required e.g. ad-hoc scanning and filing
Client servicing and meeting preparation
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
Prepare application forms and other documents for client signing or approval
Liaise with product providers to ensure all applications are received and completed. Attend to outstanding requirements, keeping other members of the team informed as necessary
Produce accurate client portfolio valuations and statements using Intelligent Office
Complete and assist with trades and portfolio rebalancing, as required
Assist with cash management control on client accounts (bonds, SIPPs, etc)
Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant
Correspondence and client files
Schedule and manage follow up tasks relating to client meetings and business submissions using iO to monitor and accurately record tasks
Ensure all client information (including meeting notes) is accurately maintained on internal systems, including Intelligent Office and the Document Management System (DMS), where appropriate
Ensure client agreements, including fee schedules, are in place and are signed, documented and saved to the DMS
Run client risk tolerances and carry out anti-money laundering checks
Ensure electronic client files are organised and updated, and easily accessible
Compliance with FCA and company procedures
Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential
Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process
Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR
Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS
Record and file all relevant correspondence
Experience and Qualifications:
5+ years’ experience in an IFA administration role
Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
Demonstrable experience of delivering client service at the highest level
Experience of using Transact, iO or equivalent system to perform an administrative role
Excellent IT skills with a good working knowledge of Excel
Excellent written and verbal communication skills with a high level of attention to detail
Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
Relevant industry qualifications will be an advantage, but are by no means essential.
If you are interested in this position, please submit a copy of your CV to Josie at Artemis Recruitment.
Email Alert for Financial Administrator jobs in London
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