Senior Administrator and PA Farringdon, Central London

Recruiter
Additional Resources Ltd
Location
Devon
Salary
35000.00 GBP Annual
Posted
05 May 2017
Expires
13 May 2017
Contract Type
Permanent
Senior Administrator and PA - Farringdon, Central London

GBP 35,000 pa

The Company:

Our client`s business is involved with dealing with the high net worth (HNW) market independent wealth management.
From tailored investments to insurance solutions, mortgage services to estate planning, asset management to tax advice, their highly qualified private client teams assist their client`s in achieving their fundamental financial objectives.
Their adviser teams help a broad range of individual and corporate clients to understand and achieve their most important financial, pension and insurance planning needs and investment objectives. Some teams specialise in working with business owners, others with senior corporate executives and professionals in sectors such as investment banking, consultancy, partners in the big four accountancy firms or major law firms, barristers etc.
Several work with more complex wealthy families, including an increasing number who are non UK resident and domiciled.

The Role:

The successful Administrator / PA will join this successful Central London wealth management company and have a minimum of 3 years wealth management /IFA experience. You will have a clear understanding of the wealth management world and be capable of dealing with both providers and clients.
As well as being a competent, organised administrator with the ability to accurately process new business and having some technical financial services knowledge, the successful candidate also needs to be an excellent PA for one of the Company`s Directors, well-spoken and highly presentable, diarising and arranging appointments and meetings.
Experience of working with Intelligent Office would be a distinct advantage.
Salary will be up to GBP 35K full-time, dependent on experience. Normal working hours are 9.00am - 5.30pm Mon-Fri

Requirements: CII qualified, Independent Financial Planning experience, investment experience, unit trust experience and knowledge, wealth management knowledge, understanding of ISA`s, SIPPs and General Investment Accounts

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Business Regulations 2003.

Key Skills: CII qualified, Financial Planning experience, investment experience, unit trust experience and knowledge, wealth management knowledge, understanding of ISA`s, SIPPs and General Investment Account