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Permanent

Administrator

Julie Rose Recruitment
Biggin Hill
money-bag £28000 Annual
Posted: 26 September 2026 (Yesterday)
Closing date: 26 October 2026
Ref: 3183987235

JRRL are looking for an organised, client-focused Administrator to support our client s wealth management team. You ll help ensure the smooth day-to-day running of the office and provide a professional, responsive service to our clients.The successful candidate will have previous administrative experience, ideally in financial services or a related sector. You ll also need to understand financial services terminology and have knowledge of relevant regulation and legislation.Key responsibilities for the Administrator: Provide general administrative and office support to the wealth management team.Communicate with clients face-to-face and by telephone, building rapport and responding professionally to enquiries.Maintain accurate client records using a client management system.Prepare and manage correspondence, documents and presentations.Support the team with scheduling, organising information and coordinating day-to-day tasks.Handle confidential information carefully and follow relevant procedures and requirements. Skills required for the Administrator: Previous administrative experience.Experience in an office support role within financial services or a related sector.Knowledge of relevant regulation and legislation, and an understanding of financial services terminology.Experience using client management systems.Strong face-to-face and telephone communication skills, with the ability to build rapport quickly.A strong client focus and excellent written communication ..... full job details .....

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