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Job Type
12 Sep 2022
The Company We are a fast-paced wealth management company based in the City of London and look after over one thousand clients. Our company was born out of clients desire to pursue their career, take time for themselves and their families without having to worry about financial arrangements. We always put the client first and this is the basis of our success. The Role This is a brilliant opportunity for a highly organised and efficient individual to assist a Senior Financial Adviser of a fast-growing wealth management company. The role is diverse, and the responsibilities range from providing support to clients as well as to the Financial Adviser. It is an ideal position for someone who has an interest in finance and has a proven track record of going above and beyond. Key responsibilities include: Client support • Collate client information, organise client reviews and prepare for meetings • Client business submissions manage cases to completion and work with internal processing systems and teams • Chase clients for funds, applications, and any required documentation to enable business to be submitted • Scan/upload Client Financial Reviews (CFR) to client files and input data onto the digital database • Support the adviser to ensure all relevant information required for writing a client report is available • Liaise with admin centres/third party providers on any business submission queries • Action meeting notes • Client fund switches, surrenders, dealing with letters of authority and liaising with external providers • Maintain accurate and up to date client information • Help to run a paperless office e.g. scanning documents and loading client information onto the digital database Adviser support • Diary management • Confirming attendance to meetings and preparing meeting packs • Taking and typing up notes - These lists are not exhaustive. Salary: per Annum Hours: 24 hours a week Benefits: Competitive Contract Type: Part time, Permanent You may have experience in the following role; Executive Assistant, Administrator, Financial Services, Wealth Management, Team Secretary, Team PA. Ref: (Apply online only)
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  • Job Reference: 710447709-2
  • Date Posted: 12 September 2022
  • Recruiter: Financial Lifestyle Management LTD
    Financial Lifestyle Management LTD
  • Location: London
  • Salary: £24,000
  • Sector: Administration
  • Job Type: Permanent