We are currently recruiting for a Financial Planning practice based in Mayfair that are looking for a Wealth Management Administrator to join their team. They are ideally looking for someone with some experience working within Financial Services . They also require the candidate to have completed RO1 or the willingness to complete within an agreed timescale.

Purpose

Purpose: To provide administration support to the Directors, Financial Planners and Client Relationship Managers.

Main Duties

• Process new and existing business as instructed by the relevant Director, Financial Planner or Client Relationship Manager (CRM).
• Keep the relevant individuals and/or clients updated, as and when required.
• Ensure the back-office systems and client records are maintained and accurate at all times.
• Adhere to the company handbook at all times.
• Adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA).

Skills

Essential

• Ability to work using your own initiative.
• Problem-solving and decision-making abilities.
• Excellent verbal and written communication skills.
• Analytical skills and a good eye for detail.
• Confident in liaising with colleagues and external providers.
• Planning and organisation skills.
• Proficient in MS Office systems.

Desirable

• Experience of working with Adviser Office.
• Experience of working with Curo or XPLAN

Experience

Essential

• Experience of working in a busy and dynamic office environment.
• Experiencing of managing a busy and varied workload.
• Experience in working to deadlines with changing priorities.

Desirable

• Experience of working in an client administration role.
• Experience of working in Financial Services.

Qualifications & Training

Essential

• Willingness to complete relevant training and obtain qualifications for the current role and future development.
• Achieve and maintain a level of competence as required by the business.
• Regular review of own training needs.

Desirable

• CII R01 Financial Services -Regulation and Ethics