Location - City of LondonSalary - £40,000 plus Package Role - Financial Planning AdministratorWell established wealth management practice based in the City of London require an additional administrator to complement their existing team. Hybrid working 3 days in office. Ideally knowledge of Xplan would be desirableThe Role;To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.Responsibilities;Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuationsProvision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone callsActing as a key contact point for all internal and external administrative queriesProvide email, diary administration; communication support including pre and post meeting preparation and actionsTrack all client documentation and data entry ensuring client records are maintained, accurate and in good orderEnsure all administration follows Wealth Managements regulatory and procedural processesAssist the Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank''s Values and Commitments as the business growsManagement of account opening and closure paperwork, ..... full job details .....