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Admin and Business Support

Working within UKWPA to deliver accurate and efficient administration to support financial planning advice to the High Net Worth and Ultra High Net Worth planners.
Liaise with Wealth Planners to support them from an administrative function
Take responsibility and ownership of numerous Wealth Planning administrative tasks. Look to maintain the current tasks and establish new tasks to ensure efficiency and accuracy within the team. This role is ideal if you are considering a career in financial planning.

Role Description

• Document management - disseminating information, drafting presentations and documents file and document management
• Data processing - data entry, basic data analysis
• Record administration – maintaining records, information resources and data sources
• Co-ordination - co-ordinating activities, arranging resources, meetings, services and supplies
• Research - carrying out non-specialist research
• Control - gatekeeper or primary point of contact roles for an area
• Assisting with the execution of business initiatives and activities in support of business or geographic area aims.
• Support in business planning activities which may include financial, technological and resource planning.

Knowledge & Experience / Qualifications

• Experience and understanding of the internal Private Banking systems and external software programmes.
• Good product knowledge across financial planning solutions in the United Kingdom.
• Qualifications: minimum – Knowledge and experience of previous administration roles.
• Attendance at internal training courses and industry conferences to maintain technical knowledge.

Personal Attributes:

• Attention to detail.
• Strong communication skills – written and oral.
• Strong client servicing skills and ability to deal with issues in a timely manner.
• Ability to work well within a team
• Confident in using Microsoft, Excel and Powerpoint.

Role is offered on a hybrid basis with the base location being London.

You’ll achieve more when you join HSBC.

https://mycareer.hsbc.com/external

HSBC is committed to being an inclusive employer and providing an inclusive and accessible recruitment process for all. We will provide reasonable adjustments to remove any disadvantage to you being considered for this role. We are proud members of the Disability Confident Scheme, and will offer an interview to disabled candidates who meet the minimum criteria for the role. If you would like to receive any information in a different way or would like us to do anything differently to help you apply for our roles, please contact our Recruitment Helpdesk:
Email: [email protected]
Telephone: +44 2078328500

Within the workplace you will have access to various employee resource groups which aim to promote and achieve a healthy work / life balance and support our diversity ambitions. HSBC has processes in place to avoid nepotism. This means we will avoid circumstances in which the appearance or possibility of conflicts of interest may exist within the hiring process.