Wealth Management Admin: Flexible Hours, Growth & Bonus

www.law-choice.com - Jobboard; City Of London; On-site; GBP 30,000 - 42,000; Full time

Job summary

A boutique financial services firm in the City of London is seeking an experienced Administrator or Senior PA to provide vital administrative support. The role includes managing files, preparing client applications, and coordinating with clients and providers. Ideal candidates will have strong organizational skills and a proactive approach. This position offers a competitive salary of £30,000 to £42,000, along with benefits such as a discretionary bonus and 25 days holiday.

Benefits

Competitive salary

Discretionary annual bonus

Workplace pension

25 days holiday plus bank holidays

Career progression and study support

Potential for flexible working arrangements

Qualifications

• Experience as an Administrator or Senior PA in financial services.
• Detail-oriented and motivated individual.

Responsibilities

• Support advisers and paraplanners in daily operations.
• Manage confidential files and office environment.
• Prepare client applications and correspondence.
• Organise meetings and events.
• Implement administrative policies for efficiency.

Skills

Strong organisational and time management skills

Excellent written and verbal communication

Ability to manage multiple priorities

Proactive, team-oriented approach

Experience in financial services administration

Job description

A boutique financial services firm in the City of London is seeking an experienced Administrator or Senior PA to provide vital administrative support. The role includes managing files, preparing client applications, and coordinating with clients and providers. Ideal candidates will have strong organizational skills and a proactive approach. This position offers a competitive salary of £30,000 to £42,000, along with benefits such as a discretionary bonus and 25 days holiday.