Financial Administrator

Full-time
Banstead, Surrey
£28,000 – £35,000
Published 3 months ago

Job Description

MLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind.

The business aims to be a standout brand, prioritising client objectives, professional service, and community engagement, whilst creating an environment for employees to be successful, both personally and professionally.

They have a large client base and significant assets under management. They have an excellent reputation and have been rated in the top 10 IFAs in the UK on the Vouched For website.

 

Package Details:

The successful candidate will receive a Salary of £28,000-£35,000 Per Annum

Other benefits include:

  • Company pension
  • Bonus scheme
  • On-site parking
  • 25 days annual leave plus bank holidays

 

Purpose of the role:

As a growing business, MLP Wealth Management are continually onboarding new clients, as well as servicing/reviewing existing ones and wish to add to their admin team to support this.

 

Duties and Responsibilities:

Administrators would work in a small team supporting IFAs with general admin and case handling. A senior administrator would also oversee the day-to-day running of the office.

Your duties will include but not be limited to:

  • Working closely with the administration team to help gather policy information
  • Help with projects: for example, Mifid annual reviews, other client campaigns, annual portfolio rebalances
  • Help Advisers writing reports: e.g. Annual review letters
  • General admin support
  • Speaking directly to clients and carrying out client reviews
  • Relationship building
  • Generating and converting opportunities into business


The Ideal Employee:

Relevant Skills/Experience

  • Wealth management admin support
  • Familiar with Back-office systems such as X-Plan or similar, FE Analytics, Cashcalc and provider platforms, such as Quilter and Transact
  • Good knowledge around pensions and investments
  • Good communication skills
  • Relevant examinations
  • General administration
  • A good understanding of the FCA rules and how a financial services firm operates.
  • Very strong IT skills


Experience required:
1 year of financial Admin experience.

Job Information

Category Financial Planning, financial administration
Reference JOB-1701
Benefits company penion, free onsite parking, bonus scheme, 25 days annual leave plus bank holidays
Created Published 3 months ago
Location
Consultant Information Samantha Golding Sam@antonygeorge.com