Administrative Assistant - 12 month FTC
Core
Provide high-level administrative support to the Wealth Planning team, handling client data, processing new business, and managing client reviews.
Role type
Administrative Assistant (Financial Services)
Builds
Client records, processed transactions, and administrative workflows for wealth planning clients.
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Client data input, record maintenance, pension processing, SIPP contributions/transfers/withdrawals, fee reconciliation, stock transfers, database management, compliance adherence
Preferred skills
Financial services product knowledge, ISA/LOA/Pensions experience, Voyant/Finametrica/Intelliflo familiarity, Microsoft Office proficiency
Technologies
Intelligent Office, Figaro, Voyant, Finametrica, Intelliflo, Microsoft Office, Excel, Word, Teams, One Note
Responsibilities
Client data input and record maintenance, issuing and following up on information requests to pension providers, processing new business and SIPP transactions, managing client review processes, arranging stock transfers, general administration tasks
Seniority
Junior, individual contributor