Wealth Financial Administrator - London

TN United Kingdom; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

Join a forward-thinking firm in London as a Financial Administrator, where you can kickstart your career in the Financial Planning industry. This entry-level role is perfect for graduates eager to thrive in a supportive environment, working alongside a motivated team. You'll be responsible for delivering top-notch client experiences and driving team efficiency through collaboration and effective communication. With opportunities to pursue professional qualifications and be part of an award-winning team, this position offers a unique chance to make a real impact while enjoying your work life.

Benefits

Support for professional qualifications

Friendly team environment

Career growth opportunities

Impactful work experience

Qualifications

• Driven individual looking to build a career in financial planning.
• Attention to detail and a proactive approach to tasks.

Responsibilities

• Deliver exceptional service to clients and enhance team productivity.
• Develop strong relationships with clients and contribute to team strategy.

Skills

Numeracy

Literacy

Organizational Skills

Communication

Data Analysis

Education

Graduate Degree

Job description

Job Description:

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:

1. Deliver a first-class experience to existing clients that are a mix of city professionals and entrepreneurs
2. Deliver workflow proactively to maximise the team’s output and results
3. Proactively drive the team forward by promoting efficient collaborative working
4. Assist the team day to day in a structured way of working and make use of technology to enhance productivity
5. Work to engage and develop strong relationships with existing clients and target audience
6. Report regularly to colleagues on the team’s overall engagement
7. Contribute to team strategy and promote a fun working environment
8. 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