RemotevilleRemote Senior Client Administrator Job in London, UK Fry Family Office
Senior Client Administrator Fry Family Office
£35000 - £45000
Client AdministrationCollatingCustomer SupportDelegationEnglishFinancial PlanningFund AdministrationProofreadingWritten
Senior (5-8 years) -
LondonUK
7+ employees
FinanceWealth ManagementB2BConsulting
Role
Who you are
- Significant financial services experience.
- Strong communication skills fluent in English.
- Proven ability to manage time efficiently and prioritize tasks.
- Expertise in Microsoft Word Excel and Outlook is essential.
- Experience in leading and managing a team.
- Understanding of financial planning processes and products.
Desirables
- CISI or CII qualification (Level 4)
- Flexibility
- IT Enthusiasm
What the job involves
- Support the Financial Planning team by participating in daily team meetings and leading them as required.
- Efficiently and professionally respond to queries from clients and other parties.
- Liaise with product providers and third parties to gather necessary information.
- Manage and delegate responsibilities within the client administration team.
- Participate in process development and improvement of proprietary CRM and back-office systems.
Company
Company mission
Fry Family Office is dedicated to providing independent and bespoke wealth management services to multi-generational families and private clients. With a commitment to impartial and insightful guidance, the firm focuses on creating sustainable partnerships that help clients navigate complex financial landscapes, ensuring their wealth is preserved and enhanced over time.Company benefits
- Employer Pension Contributions
- Private Medical Insurance
- Company Bonus Scheme
- 25 days annual leave + bank holidays
- Flexible work environment
Company values
- Independence
- Integrity
- Collaboration
- Proactivity
- Customer Centricity