Team Administration Assistant

Team Administration Assistant 30,000 - 32,000 DOE Permanent, Full Time8:30am - 5:30pmCity 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 Reports and associated documentation for investment recommendations.Monitor and manage the new business pipeline, tracking cases and resolving any issues to ensure timely ..... full job details .....