Practice Administrator - Wealth Management

Recruiter
Your Resourcing Partner Ltd
Location
Holborn, Greater London
Salary
£18000 - £24000/annum
Posted
18 Jun 2017
Closes
17 Jul 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
A highly successful Senior Partner of a FTSE 100 Wealth Management Company, working almost is looking to recruit a bright, intelligent and driven individual seeking to kick start their career. The service they provide to our clients is always of the utmost importance and therefore they are looking for someone both professional and committed to their career.

A role has developed for a likeminded individual to join their team in a busy and demanding Practice Administrator role to support our growth plans. Experience of working in a similar environment would be beneficial.

Main Responsibilities:

Liaising with clients and various stakeholders of the Practice on a daily basis, including product providers.
New and existing client meeting preparation
Appointment making, client servicing (with existing client base)
Full diary management
Client Marketing
Managing business pipeline
Maintaining client files and databases.
General administration duties
Maintaining compliant client records and back office systems.

Key Competencies required:

Excellent communication skills - Face to face, via telephone and in writing, as you will be the first point of contact for all High Net Worth Clients and Providers.
Highly organised in work style, methodical in approach
Comfortable dealing with Clients on a day to day basis
Proactive - using own initiative to maximise best use of time, and providing a second to none service that means Clients will never need to chase you
Previous Personal Assistant / Administration experience
High level of attention to detail in all aspects
Team work: Ability to work in a close team, providing support as required, and being able to take initiative and provide cover where required.
Excellent computer skills: Microsoft Word, Excel, Outlook, PowerPoint

Personal Specification:

Positive, proactive, focused & driven
Intelligent, ability to pick new skills up quickly
Willing to train learn the role to a high specification
Professional in approach
Confident and self-motivated
Able to work to tight deadlines
Ability to deal with people of all levels including those of High Net Worth with ease
Keen interest in administration, wealth management, financial services
Looking for a long term career
Additional Information:

Role type: Full time role - Monday to Friday
Hours of Work: 9.00am to 5.30pm
Employed type: Employed role
Salary: £18-24K depending on experience
Location: Central London

This role is a fantastic opportunity for someone to join an ambitious and successful wealth management company. Full training shall be provided, however, a good administration background and keen interest in wealth management / financial services environment is essential as a foundation