Wealth Planning Team Administrator — Mayfair

Ise Recruitment; Greater London; On-site; GBP 28,000 - 36,000; Full time

Job summary

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.

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.

Skills

Microsoft Office Suite

Communication skills

Organisational skills

Education

Degree from Russell Group university

Tools

CRM systems

Microsoft Excel

PowerPoint

Job description

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.