WEALTH FINANCIAL ADMINISTRATOR – LONDON

We are working with a reputable SJP firm in London looking to take on a Financial Administrator. This is an entry level role ideally suited to a graduate that would like to build a career in the Financial Planning industry with the opportunity to grow in a supportive environment.

Responsibilities

• Deliver a first-class experience to existing clients that are a mix of city professionals and entrepreneurs
• Deliver workflow proactively to maximise the team’s output and results
• Proactively drive the team forward by promoting efficient collaborative working
• Assist the team day to day in a structured way of working and make use of technology to enhance productivity
• Work to engage and develop strong relationships with existing clients and target audience
• Report regularly to colleagues on the team’s overall engagement
• Contribute to team strategy and promote a fun working environment
• Ensure tone, personality, and messaging is consistent and within guidelines while being respectful and fun

Personal Qualities

• You are a driven and ambitious individual who’s looking to build their career at a high-performing private client company
• A resourceful person with excellent attention to detail
• You are a curious, proactive and collaborative person who has a willingness to start conversations, get stuck in and thrive in a continuous improvement culture
• Naturally personable, a great communicator, and passionate about doing a great job whilst enjoying day-to-day working life

Experience & Skills

• Experience in financial services desired, but not necessary
• Excellent numeracy and literacy, with an understanding of social media
• Ability to understand data and make use of it effectively
• Strong organisational skills with excellent attention to detail and a self-starter
• Confident communicator, independent thinker with a passion for collaboration and the ability to work independently and as part of a team

What’s in it for you

• Opportunity to join a growing, award-winning team of professionals
• Work with a naturally friendly team of highly motivated ambitious people
• Be in an environment where you have an impact
• Support to complete professional qualifications

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