Financial Wealth Administrator / PA

Recruiter
London
Location
London (Greater)
Salary
320000
Posted
06 Nov 2017
Closes
15 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Opportunity:

London (City) based Financial Advisory Consultancy seek an Administrator. The role would be on a temporary basis for a short while (up to a month) before going permanent

Main Purpose of the job:

Providing a high level of service support to an Independent Financial Adviser/ Director. You will be highly organised, efficient, and professional and able to think on your feet. The environment you will be working in is exceptionally busy and fast paced.

Main duties:

* Submitting all new business

* Chasing and dealing with all queries from providers, clients and colleagues

* Preparing meeting packs and applications for new and ongoing reviews

* Account and commission reconciliation

* Regulatory and management reporting

* PA to the Director

Qualifications/experience required:

* Must have experience of a busy office environment, with conscientious approach and a meticulous eye for detail

* Flexible multitasking abilities

* Financial Industry background

* Account reconciliation skills/experience

* Experience with regulatory reporting

* Exceptional communication skills

* Experience with Investments/Funds

* Risk Management

* Knowledge and experience with the following products: Mortgages, Pensions, ISA's and Life Cover