Administrator: Financial Planning recruitment
With offices in Bahamas, Gibraltar, Guernsey, Jersey, London and the UK regions employing over 500 people, we have a rich history spanning over 200 years.
Wealth management has become a complex business. The choice of investments is endless and includes an increasingly diverse range of opportunities. Some are traditional while other recent innovations are as highly specialist as they are potentially rewarding. We provide an extensive range of wealth management services including banking, investment, trust and financial planning services to help clients make the right choice.
*Financial Times and Investors Chronicle Wealth Management Awards.
Job Title: Administrator: Financial Planning
Purpose of Role:
Providing administration support to the Financial Planning team and Charities Director reporting to the Senior Administrator.
Responsible for day to day administration including liaison and telephone contact with clients. Particular emphasis will be placed on good communication skills
Key Responsibilities:
- General administration
- Liaison with clients, Trustees and beneficiaries
- Support in preparation of presentations for new client pitches
- Development and maintenance of prospecting database
- Reporting of charities management information
- Maintenance of the filing system
- Liaison with charity auditors
- Responsibility for receipt of mail and general correspondence
- Answering queries by telephone and email
- Respect of local SG procedure and regulation
- Application of SG Code of conduct
- Application of IMMUNE rules
Qualifications Required:
Necessary
Excellent communication skills
Attention to detail
Numerate
Educated to A Level standard
Good IT Skills (competent in Microsoft Office – Word, Excel Powerpoint)