Client Services; Financial Planning​/Wealth Management

Location:

City of London/Hybrid (2 days WFH)

Salary:
To £33,000 to £40,000 (depending on level of experience and excellent/ Comprehensive benefits package

Our client, an expanding, chartered Wealth Manager is looking to add to their busy client services team to ensure that every client receives a thoughtful, tailored, and professional service. These roles can offer progression into Paraplanning and onwards in due course therefore they welcome applications from ambitious candidates looking to secure a long term future in the firm.

You will play a key role in ensuring the smooth delivery of advice and support services to valued clients.

The environment is busy and fast-paced, so you’ll need to be adaptable, detail-oriented, and a natural communicator who thrives in a team setting.

Duties will include (but not be limited to):

• provision of portfolio reports
• pre-meeting documentation
• reviewing and correcting client cash accounts
• submitting and implementing new business as agreed
• Updating and maintaining accurate client records
• Managing own workflow and tasks to meet company requirements
• Becoming a subject matter expert in certain processes, providing training and information across the business as well as ensuring the processes remain fit for purpose
• Escalating promptly any issues to the Team Leader which may impact the ability to deliver the services
• Working collaboratively with colleagues across the business to ensure high quality client services are provided
• Helping identify potential service changes to improvement the client experience or internal efficiency

Business Support – Undertake other activities of a similar nature as required from time to time to support the firm in meeting its business objectives.

A minimum of 6 months experience in Wealth Management/Financial planning experience in a Financial Planning support or administration role, applications welcomed from more experienced candidates

Strong knowledge of MS Office (Word, Excel, Teams, SharePoint).

Experience using Intelligent Office (IO) software (preferred).

Excellent organisational skills and attention to detail.

Strong numeracy and communication skills.

Ability to work to tight deadlines with minimal supervision.

Joining this business means being part of a forward-thinking firm that values collaboration, development, and excellence. You’ll enjoy a supportive work culture, professional growth opportunities, and a benefits package designed to look after you and your wellbeing.