Additional Resources Ltd.
This job has been posted for more than 30 working days and has expired.

Private Client Administrator - Central London

Private Client Administrator - Central London

Part Time (3 days a week) Maternity cover 1 year

£30,000 pa full time equivalent

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:

This is a great opportunity to join a great team in a great company as an Investment Operations Administrator.

It is a one year, 3 day a week maternity cover contract.
This administrative role requires experience of dealing in the high net worth (HNW) market.

Attention to detail, the ability to work unsupervised, under pressure and to tight deadlines are all essential.

Our client is dedicated to promoting the technical development of all its staff.

They strongly encourage a program of ongoing study for all our employees and have instigated a formal bonus policy for exam passes.

This role requires Strong administrative skills, Excellent written and verbal communication skills and Ideally financial planning qualifications (such as FPC or certificate level exams) or as a minimum studying for this.

You should have 2 years minimum IFA industry experience and a good general knowledge of all investment, life and pensions products and legislation,

Requirements For PA/Senior Administrator:

Must have Financial Planning Experience
Must have knowledge of Financial Services

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

Key Skills: self-motivated, flexible, honest and trustworthy, adaptable and willing to take on tasks that may be outside of their immediate role, Possess cultural awareness and sensitivity, Willingness to study for exams