Rosart Greater London, England, United Kingdom
Rosart Greater London, England, United Kingdom
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Established in the early stages of 2019, Rosart has experienced significant organic growth, prompting the need for an additional financial administrator to effectively manage the increasing client portfolio. As we embark on a journey of expansion, we are excited to welcome a dynamic individual who can play a pivotal role in propelling the company forward and contribute to the shaping of our business.
This is an opportunity to be part of a thriving organisation that is dedicated to placing clients at the forefront of everything we do. We consistently go further to deliver exceptional service and look to build authentic relationships with clients and their families. Join us in providing holistic financial planning solutions that make a difference in the lives of our clients. Be a key player in a team that values excellence, transparency, and the pursuit of a shared vision.
Your role goes beyond numbers; it’s about creating a positive impact and ensuring the financial wellbeing of those families we look after. If you’re ready to be part of an exciting company, we invite you to explore this opportunity with us.
Responsibilities
- Administer client onboarding, organise policy information, and maintain accurate client data across systems
- Support report preparation by compiling relevant supporting documents
- Process new business, manage adviser fees, handle fund switches, and oversee investment transfers in line with recommendations
- Coordinate client review meetings and uphold the highest standards of client service throughout all interactions
Experience
- More than two years working in a similar role
- Excellent attention to detail
- Confident and competent communication skills – verbal and written
- Strong software skills with proficiency in MS Word, Excel, and Outlook
- Focus on delivering high-quality client service
- Be able to demonstrate initiative and curiosity
- Ability to work under pressure and handle multiple tasks effectively
What we offer
- 25 days holiday, excluding Bank Holidays, plus 3 days between Christmas and New Year
- Private medical insurance
- Death in service
- Pension membership via salary exchange
- Social events paid for by the company including annual away days
Pease apply by contacting Jana at jana@rosart.co.uk, attaching a copy of your CV and outlining why you would like to joint Rosart.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
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