Junior Administrator

Admin support role within the Financial Planning Team.

Company Overview

EQ is an award-winning wealth manager with over 70 staff and 2,000 clients, including private individuals, companies and charities all around the UK. We are based in London near Monument.

EQ is also a Certified B Corporation (having been one of the founding firms in the UK), an internationally recognised standard for companies that believe in business as a force for good. Making a positive contribution to the wider community is a core part of our business philosophy.

Role

This is an opportunity to join an established administration and support function and to be an integral member of EQ’s Client Servicing department. The Junior Administrator will be a key part of the wider Financial Planning team. You will be supported in your career progression to widen your role and responsibility over time.

Role Responsibilities

The role will involve regular administrative duties such as gathering policy information for new clients, entering client specific data onto internal systems and the scanning of client files.
Answering phones, responding to telephone queries relating to clients and the office (generally)
Dealing with incoming and outgoing post (e.g distribution to staff working remotely) to ensure that action is taken, and responses issued without delay.
Updating and Maintenance of client data, ensuring that any changes are processed and shared with our external partners.
Producing client valuation reports and assisting in the submission of files for external compliance review
You will be required to liaise with external providers in managing client assets e.g. the transfer of client assets and responding to customer requests that may result in the movement of cash into and out of client accounts.
You will assist in the Offboarding process of private clients.
You will assist the senior members of the team in providing updates on existing case work, the drafting of templated forms and letters, and the preparation of review documentation for the financial planners.
You will assist financial planners in the preparation of review meetings with existing clients (via printing and binding supplementary reports and forms) and new client meetings.

Knowledge & Experience

A proactive, ‘can do’ attitude
Professional, dependable and reliable
Able to work on your own and within a team environment.
Excellent Interpersonal and Relationship Management Skills
Flexible working approach
Able to multitask and problem solve
Ability to meet task deadlines
Strong communication skills
Good user of Microsoft Office applications (Outlook, Word, Excel)

Salary & Benefits

The role is a full-time position based at our office near Monument in London with a salary of £26,500 to £28,500 (depending on experience) + discretionary bonus. Other benefits include:

23 days annual leave
Auto enrolled into the company pension scheme after 3 months employment – matched employer contributions up to 6% of salary
GLA (4 x Salary) & GIP (75% of Salary)
Opportunity to join company share scheme and electric vehicle car scheme after a year’s employment
Cycle to Work Scheme
Flexible Working
PMI – Bupa Scheme