Team Administration Assistant

Team Administration Assistant

£30,000 - £32,000 *DOE Permanent, Full Time

8:30am - 5:30pm

City of London - Near Liverpool Street Station

This is an excellent opportunity for an organised, proactive, and client-focused individual to join a successful financial planning team. Working closely with several Financial Advisers, you will play a key role in delivering an exceptional client experience while supporting the efficient management of client relationships, business processing, and regulatory requirements.

The role would suit someone with a genuine interest in financial services, strong administrative skills, and a passion for providing outstanding support in a fast-paced environment.

Key Responsibilities:

• Act as a primary contact for client administration and onboarding activities, ensuring a seamless client journey.
• Conduct Anti-Money Laundering (AML) and compliance checks in accordance with regulatory standards.
• Accurately upload and maintain client records, including digitising Client Financial Reviews (CFRs) and updating internal systems.
• Process new business applications from submission through to completion, ensuring all requirements are met efficiently.
• Liaise with clients to obtain outstanding documentation, application forms, and funds required to progress cases.
• Prepare and draft Suitability Rep...