Senior Financial Administrator

Accountancy Divisions Limited
West End, London
20 Jul 2017
19 Aug 2017
Contract Type
Full Time

Senior Financial Administrator - High End Wealth Manager

£28,000 - £34,000 + bens + bonus

London, West End

Are You an experienced Financial Administrator from a Wealth Management background? Would you like to work for a firm that truly put’s their employees first?

Financial Divisions are currently working with a high end Wealth Management firm based in Mayfair that are currently seeking a Senior Financial Administrator to join their team due to continued growth of the firm.

As Senior Financial Administrator you will be responsible for working closely with the firm’s Advisers and Paraplanners providing first class support and regularly liaising between clients and product providers. You will be responsible for dealing with all client queries, providing clients updates and preparing statements. You will also play a key role in the on boarding of new clients conducting fact finds and assisting in assessing risk profiles. You will assist with the preparation of face to face client meetings and also develop relationships with product providers when queries arise regarding certain products.

As Senior Financial Administrator you will have strong experience working in a wealth management or IFA environment and will have a working knowledge of the sector. You will be able to detail a track record in supporting Advisers/Paraplanners as well be able to demonstrate strong communication skills. Completion of any diploma level exams will be an advantage but not a necessity. For consideration forward your CV to Mark Flannery at Financial Divisions