Financial Planning Administrator

Coby Philips Solutions limited
City of London, London
10 Jun 2017
10 Jul 2017
Contract Type
Full Time
My client an Independent Financial Organisation based in the West End are seeking a confident and highly organised Financial Planning Administrator to join their friendly and hardworking team.

Having just recently moved into beautiful offices, my fun and vibrant client provide a work hard play hard working atmosphere which include annual trips, team work drinks, and team away days!

Are you a strong Administrator looking for a new career with a warm & friendly organisation? If so then please continue reading!

Your key duties will be to support clients, Financial Planners & Senior Account Managers & Executives in their day to day requirements.

Duties include but not limited to:
*Manage planner's diaries and book client new business and review meetings.
*Attend meeting, conference and seminars.
*Liaise and build relationships with other functions/departments to ensure all aspects of development, change and ongoing activities are clearly communicated by the company.
*Prepare all documentation and meeting packs for planners.
*Process all Private Client related new business and servicing queries.

Candidate specification:
*Experience within a financial organisation, including strong financial planning experience knowledge.
*Excellent attention to detail and organisational skills.
*Strong admin skills.
*Excellent communication skills.
*Confident and friendly.
*Strong MS Office skills, including Word & Excel.

Salary up to £30K!