Wealth Planning Team Administrator — Mayfair

ISE Partners Limited; City Of London; On-site; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Beautiful Mayfair offices

Career development opportunities

Comprehensive benefits

Job summary

ISE Partners Limited in London is seeking a proactive Team Administrator to support a busy Financial Planning team in Mayfair. You will work closely with Executive Assistants, Financial Advisers and Investment Professionals to keep the team organised and client-focused.

The role suits someone with about 1 year of admin experience, a degree from a Russell Group university, and strong MS Office skills. Excellent communication, accuracy and discretion are essential.

Qualifications

• A minimum of 1 year's administration experience within a professional office environment.
• Degree educated, ideally from a Russell Group university.
• Strong MS Office skills, especially Outlook, PowerPoint, Word and Excel.
• Experience using CRM systems would be advantageous.

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.

Skills

Communication skills

Organizational skills

Attention to detail

Professionalism

Collaboration

Problem solving

Education

Degree (Russell Group)

Tools

Outlook

PowerPoint

Word

Excel

CRM systems

Job description

ISE Partners Limited in London is seeking a proactive Team Administrator to support a busy Financial Planning team in Mayfair. You will work closely with Executive Assistants, Financial Advisers and Investment Professionals to keep the team organised and client-focused.

The role suits someone with about 1 year of admin experience, a degree from a Russell Group university, and strong MS Office skills. Excellent communication, accuracy and discretion are essential.