Senior Client Administrator – Financial Planning - London
Our company is changing the face of wealth management and planning. Our teams are small enough for you to make an impact, our company is large enough to support your career aspirations.
Career
Are you extremely organised and able to manage your day effectively? Do you have a sharp eye for detail, able to support and mentor your colleagues and ensure your work is completed to the highest standards?
To be successful in this role you will be inquisitive, with excellent communication skills. You will be a fast learner, able to pick things up quickly and seek out learning opportunities.
About the role
Working in our London Head Office you will play a pivotal role in supporting our Private Client Director providing our high net worth clients with an excellent client experience.
Our Private Client Director specialises in assisting clients undergoing divorce, creating tailored financial solutions aligned with their individual goals, life events, and ambitions.
Accountabilities
- Act as the primary contact for the Private Client Director's clients, fostering relationships to address queries and provide answers.
- Deputise for the Team Leader when needed.
- Ensure client records are up-to-date along with changes made.
- Collating everything needed for meeting packs, annual reviews.
- Use a range of different provider platforms to execute changes.
Skills and Experience
- Holds over 3 years’ of experience supporting Financial Adviser's.
- Essential knowledge for handling complex cases like Enterprise Investment Schemes, Venture Capitalist Trusts and bonds.
- Good communication skills, highly organised, high levels of accuracy.
- Ability to prioritise, problem solve and anticipate the needs of their Advisor.
- Experience working with a CRM (ours is XPLAN).
- Enjoys being part of a team, sharing knowledge and a natural desire to coach/mentor other team members.
Benefits
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
- Department
- Client and Adviser Support
- Locations
- London
- Remote status
- Hybrid Remote
Senior Client Administrator – Financial Planning - London
Our company is changing the face of wealth management and planning. Our teams are small enough for you to make an impact, our company is large enough to support your career aspirations.
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