Senior Administrator (EQ Investors)

London, UK

EQ Investors

Job Description

EQ is an award-winning wealth manager with over 60 staff and 2,000 clients, including private individuals, companies and charities all around the UK. We are based in London near London Bridge although in the current environment our staff are working remotely.


EQ is also 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 Operations/Client Servicing areas. The Senior Administrator will be a key part of one of the financial planning teams.


With regular interactions with external third parties (Platforms/Providers) as well as internally with Financial Planners, Paraplanners and other Administrators, the role will suit an individual with an adaptable and flexible working style, an ability to prioritise and manage workloads and strong communication skills.


The candidate will report to a Financial Adviser who is the head of the team area, with a dotted reporting line to the Head of Administration at EQ.

Knowledge & Experience


  • 3 years+ experience within a senior admin position within an IFA/Wealth Management role

  • Excellent communication abilities and confident dealing with customers and colleagues in any situation

  • Confident with using a variety of provider platforms/Client management systems

  • Good degree of product knowledge

  • Ability to process new applications and business using provider websites and platforms – experience of different Investment platforms is key

  • An ability to work within a task management system

  • Candidate that shows initiative

  • Ability to prioritise and manage workloads

  • Progression made with professional qualifications (desirable)


Salary & Benefits


The role is a full-time position based at our office near Monument in London with a salary range between £30k-£35k depending on experience + discretionary bonus. Other benefits include:


  • 25 days annual leave

  • Auto enrolled into the company pension scheme after 3 months employment

  • GLA (4 x Salary) & GIP (75% of Salary)

  • Opportunity to join company share scheme and electric vehicle car scheme after a year’s employment

  • Flexible & Remote Working Policy in operation – during their induction/training period the candidate will be expected to be based in the office on a more regular basis

  • Cycle to work scheme – soon to be introduced.

For more details, please contact careers@eqinvestors.co.uk.