Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
Our client, a highly esteemed market-leading Financial Services firm with a national footprint, is looking to recruit a Client Administrator to deliver comprehensive administrative support to our Financial Planners and Investment Managers.
Your role will be instrumental in ensuring impeccable client satisfaction, direct client engagement, and strict adherence to regulatory standards.
Key Responsibilities
Collaborate closely with Financial Planners and/or Investment Managers to ensure outstanding client outcomes.
We are looking for an experienced Financial / Business Support Administrator to join our clients firm based in London, who provide bespoke financial advice and services to HNW families.
This role will be working as part of a team at a well-established SJP Practice, providing technical and general administration support to senior members of staff.
Responsibilities
Management of Work in Progress (WIP) of all cases in hand and pro-actively moving these cases along to completion.
My client is a boutique wealth planner, asset manager and employee benefits specialist.
As they are independent, this allows them to provide objective advice that is aligned to a client's best interests, delivered by teams steeped in financial services knowledge and experience.
They have built their Company on integrity and trust, because doing what is right for their clients is best for their business.
To provide secretarial and administration support as required to the head of ops.
General
My client is a new and exciting brand in the financial services industry.
With offices based in the heart of the city at Citypoint, my client has an established client base comprised of city-based professionals, business owners, and sports people.
Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join their expanding Financial Planning team.
If you are able to utilise your expertise to deliver a first class service to clients and colleagues and looking for a professional environment with a client centric approach, this role will be of interest.
Working as part of a multi disciplined team, your role will be to deliver first class to Advisors, Client Managers and Paraplanners.
In this role, you will play a pivotal part in providing essential support to Wealth Planners, ensuring compliance with company processes.
General
Role offers hybrid working with 3 days in the office and 2 from home.
One of the UK's leading Wealth Management firms is currently seeking to recruit high quality Wealth Planning Administrators (with previous knowledge of Xplan) to join their London team.