Investment PA / Administrator

Adecco Group Solutions
City of London, London
17 Jul 2017
16 Aug 2017
Contract Type
Full Time
Role: Investment PA / Administrator
Team: Wealth Planning
Salary: £33,000

To provide strong administrative support to the Head of Wealth Planning and to help out with the wider Wealth Planning team as required

Key accountabilities
*To assist the Head of Wealth Planning with administration functions, including diary management for internal and external meetings, expense claims and travel arrangements.
*To assist the Head of Wealth Planning and their paraplanner with industry specific administration tasks, such as sending information authorities to third parties and chasing providers for information, collating replies from product providers, producing cover letters, binding reports, implementing new business, requesting illustrations and keeping files in order.
*Using the Wealth Planning software to keep client records up to date and assist with commission and fee reconciliation as well as invoicing.
*Compose letters and emails, including mail merge work for marketing letters
*Routine administrative tasks such as filing, photocopying and scanning
*Organising client and team events.
*Open wealth planning post, scan onto the system and take action where necessary.

Competencies/skills set
*Getting Things Done
*Communication & Sharing Knowledge
*Customer Service
*Effectiveness & Adaptability
*Team Working
*Excellent accuracy and attention to detail
*Great organizational skills and a passion for keeping things in order
*Delivering outstanding customer service when interacting with clients
*Approaching any task with a positive 'can-do' attitude

Ideal Candidate:
*Educated to degree level or equivalent
*Good working knowledge of Word, Excel and PowerPoint
*Experience of First software or Intelliflo is advantageous
*Good knowledge of all financial planning procedures and solutions available from the whole of the market preferred but not essential

Adecco is acting as an Employment Agency in relation to this vacancy. The Adecco Group UK & Ireland is an Equal Opportunities Employer.