Unlock your financial potential and launch a rewarding career.
About the Role
We are seeking an exceptional Financial Administrator to deliver outstanding client outcomes.
Main Responsibilities:
* Develop strong relationships with clients and maintain regular contact.
* Collaborate closely with financial planners and/or investment managers to deliver excellent results.
* Maintain back-office systems and client records in line with company policies.
* Liaise with operational teams where support is provided on activities.
* Assist investment managers in preparing new business pitches and presentations.
About You
To be successful in this role, you will have:
* A minimum of 2 years' experience in a wealth management firm.
* Strong attention to detail and excellent organizational skills.
* Exceptional communication abilities, both written and verbal.
* The ability to work independently and as part of a team.
* A customer-oriented mindset with a passion for delivering high-quality service.
Career progression opportunities exist within our reputable organization. Additionally, you will benefit from private medical insurance, life assurance, pension contributions, flexible working arrangements, and a generous holiday package.