Team Administrator, Wealth Management & Financial Planning

Ise Recruitment; Greater London; Sur place; GBP 28 000 - 36 000; Plein temps

Résumé du poste

Ise Recruitment is seeking an organised Team Administrator for a Financial Planning team in Mayfair. You will support advisers and senior stakeholders with a mix of administrative tasks, coordination, and junior EA duties, enabling client service excellence.

The ideal candidate has at least 1 year of administration experience in a professional office, a degree (preferably from a Russell Group university), and strong MS Office skills.

Qualifications

• Minimum 1 year of administration experience in a professional office environment.
• Experience providing administrative, team assistant or junior EA support.
• Degree educated, ideally from a Russell Group university.

Responsabilités

• Provide comprehensive administrative support to Financial Advisers and the wider Financial Planning team.
• Manage diaries, schedule meetings and coordinate appointments across multiple stakeholders.
• Assist with meeting preparation, including document creation, presentation formatting and agenda preparation.
• Collate, bind and distribute board packs, meeting papers and client documentation.
• Maintain and update CRM systems, ensuring records are accurate and up to date.
• Prepare PowerPoint presentations, reports and management information to a professional standard.
• Coordinate internal meetings, client events and team functions.
• Track actions, deadlines and follow-up tasks to ensure priorities remain on schedule.

Connaissances

Microsoft Office Suite

Communication skills

Organisational skills

Formation

Degree from Russell Group university

Outils

CRM systems

Microsoft Excel

PowerPoint

Description du poste

Are you an organised, ambitious Administrator looking to build your career within the world of wealth management, investment, or professional services?

We are seeking a proactive and personable Team Administrator to join a high-performing Financial Planning team based in the heart of Mayfair. Working closely with Executive Assistants, Financial Advisers and Investment Professionals, you will play an integral role in keeping the team organised, efficient and client-focused.

This is an excellent opportunity for someone with at least months of administration experience who is eager to learn, enjoys working in a collaborative office environment, and would thrive in a professional yet social culture surrounded by experienced industry professionals.

This position would suit a bright graduate, ideally from a Russell Group university, who has gained administrative experience within financial services, investment management, professional services, corporate services, consultancy, property or a comparable professional environment.

The Opportunity

As a trusted member of the team, you will provide a mixture of administrative, coordination and junior Executive Assistant support, ensuring advisers and senior stakeholders are able to focus on delivering exceptional client service.

You will gain exposure to the day-to-day operations of a successful financial planning business while developing valuable skills in stakeholder management, client support, project coordination and office administration.

Key Responsibilities

• Provide comprehensive administrative support to Financial Advisers and the wider Financial Planning team.
• Manage diaries, schedule meetings and coordinate appointments across multiple stakeholders.
• Assist with meeting preparation, including document creation, presentation formatting and agenda preparation.
• Collate, bind and distribute board packs, meeting papers and client documentation.
• Maintain and update CRM systems, ensuring records are accurate and up to date.
• Prepare PowerPoint presentations, reports and management information to a professional standard.
• Coordinate internal meetings, client events and team functions.
• Track actions, deadlines and follow-up tasks to ensure priorities remain on schedule.
• Manage inboxes and correspondence, escalating urgent matters where appropriate.
• Arrange meeting rooms, catering, travel and logistics.
• Maintain confidential records and filing systems with exceptional attention to detail.
• Support advisers with client administration and documentation.
• Assist Executive Assistants with ad hoc projects and team initiatives.
• Provide administrative cover and support across the broader business when required.

About You

• A minimum of 1 year's administration experience within a professional office environment.
• Experience providing administrative, team assistant or junior EA support.
• Degree educated, ideally from a Russell Group university.
• Comfortable supporting multiple stakeholders simultaneously.
• Strong Microsoft Office skills, particularly Outlook, PowerPoint, Word and Excel.
• Experience using CRM systems would be advantageous.
• Excellent written and verbal communication skills.
• Strong organisational skills and a naturally methodical approach.
• High levels of accuracy and attention to detail.
• Professional, confidential and highly dependable.
• Positive, resilient and solutions-focused mindset.

Personality Fit

We're looking for someone who is:

• Upbeat and enthusiastic.
• Resilient and adaptable.
• Well-humoured with a positive outlook.
• Professional and polished.
• Highly organised and proactive.
• Confident building relationships with colleagues at all levels.
• Eager to learn and develop within a fast-paced professional environment.
• A genuine team player who enjoys being in the office and collaborating with others.

What's on Offer

• Salary of £, - £, depending on experience.
• Beautiful Mayfair offices.
• Collaborative and social team culture.
• Daily exposure to senior Financial Advisers, Investment Professionals and Executive Assistants.
• The chance to build a long-term career within a prestigious financial services environment.

If you are an ambitious Administrator looking for your next step in wealth management or financial services and enjoy working in a collaborative, professional office environment, we'd love to hear from you.

Team Administrator, Wealth Management & Financial Planning London