Administration Assistant London
Job description
Avaliable Job Today Administrative Assistant Job Description
Job Description
Business Unit Financial Planning, Property Finance & Private
Clients
Department Operations Team
Location Office (Lombard Street, London) and Home
(Flexible)
Reports to Managing Director
FCA Regulated No
Validated By HR
About us:
‘We are, rather than seem to be’
We are a boutique financial planning business responsible for managing the wealth of over 270 families. We are fast growing, ambitious and now require further support in helping us achieve our long term goals.
At the cornerstone of everything we do, is authenticity. We genuinely care about our clients and each other, in delivering our market leading advice proposition.
Joining our business is not taking on another role. It is a lifestyle and mindset change towards financial interdependence.
Our business has three sub-divisions:
1. Property Finance
2. Financial Planning
3. Private Client (HNWI)
We are looking for an administrative assistant to support all three areas of our business to join our dedicated and thriving operations team. We are passionate about growth and will offer the right person the opportunity to progress within our practice, with unlimited opportunities for those who seek to further their ambitions.
Job Purpose
To become part of the backbone of the business and support all staff members in a variety of tasks, as well as having a voice within the practice and helping us continue our rapid growth and further our successes. The right applicant will be a true chameleon who has experience in working within a team and supporting multiple individuals, rather than on a 1:1 basis. They will need to be easily adaptable, have a strong eye for detail and be self-motivated whilst, enjoying a truly flexible position.
Key Responsibilities:
- Support our Financial Planners and Property Finance Consultants on a day to day basis in all aspects of their role
- Electronic Business Submission – our dedicated client case management system
- Processing client withdrawals
- Case preparation ahead of client meetings
- Diary management, meeting scheduling and preparing meeting rooms
- Liaising with clients to keep them informed during the process from start to finish
- Accurately recording client information using our CRM system, Salesforce
- Booking basic travel
Skills and Qualifications:
- Excellent standard of education with a desire to further develop skillset
- Proficient IT skills in core Microsoft Office systems
- Organisation and prioritisation skills
- Excellent verbal and written communication skills with an eye for detail
- Experience supporting individuals in a corporate capacity
Preferred but not essential:
- Experience within SJP
- Quest or Pitman training
- 3 years + working in the financial services industry
General:
- Salary: £25,000-£32,000
- Bonus: Discretionary
- Long Term Incentives – Leadership roles and opportunity to progress within the practice
- Benefits – Unlimited holiday, Flexible Working, Team Events amongst others.
Job Type: Full-time
Salary: £24,000.00-£32,000.00 per year
Benefits:
- Employee mentoring programme
- Financial planning services
- Flexitime
- Unlimited paid holidays
- Work from home
Flexible Language Requirement:
- English not required
Schedule:
- Flexitime
- Monday to Friday
Work Location: Hybrid remote in London
