Wealth Management Administrator - City, London, United Kingdom, EC1A2


Location: London

Salary: £22-28k (depending on experience) + company bonus scheme

Holiday: 22 days plus a Christmas shut down between Christmas and New Year

We are looking for an administrator to join our busy team in the City of London (Monument). We're a well established independent financial advisory practice.

A positive attitude and wishing to do the right thing by our clients are the key characteristics that we will look for. We have a history of promoting people within this team and so there are opportunities to progress for hard-working individuals willing to learn.

As an administrator on our wealth management team, your main responsibilities will be:

  • Processing applications accurately and ensuring these are followed through to completion
  • Ensuring information is recorded correctly on to our system
  • Processing post, scanning onto the shared drive and allocated to the appropriate person
  • Proactively ensuring that electronic files are organised and named appropriately
  • Answering the phone/responding to emails.
  • Processing trade instructions

Training will be provided for all processes and systems. Support for relevant exams will be considered on a case by case basis

The key skills we are looking for are:

  • Reliable and Diligent
  • Comfortable using Microsoft Office (Outlook, Word, Excel particularly)
  • Hard-working/can do it attitude - someone who is keen to suggest/implement improvements to processes
  • Confident and inquisitive - researching & asking questions if something appears incomplete/inaccurate
  • Happy dealing in a fast-paced environment - particularly with competing deadlines
  • Good interpersonal skills - both with clients, staff and providers

To be considered for this role you should at least have the equivalent of 5 GCSE's grade A-C (minimum C in English and Maths)