Do you have knowledge of Financial Planner and Hub Targets with the ability to work collaboratively?
Our client, a wealth management and financial well-being firm, are looking for a Client Support Advisor to join their London team.
Your Responsibilities:
- Maintain strong relationships with Financial Planners and their clients, ensuring consistent service and up-to-date client data
- Collaborate with internal teams (Client and Adviser Support Hubs, Central Operations, Paraplanning, Wealth Services) to ensure efficient and quality administration
- Assist Financial Planners in managing and building client banks, scheduling annual reviews, and preparing for all meetings
- Coordinate Financial Planners' schedules, manage diaries, handle appointment bookings, and ensure post-meeting requirements are promptly actioned
- Ensure all client reviews have corresponding suitability reports sent to clients, chasing and escalating outstanding reviews as needed
- Process new business submissions, handle related queries, and reconcile client fees monthly, ensuring timely payment to Financial Planners
Your Skills:
- Work to deadlines, manage multiple cases, and keep records updated
- Meet service delivery deadlines for timely task completion
- Continuously improve processes and services for Financial Planners
- Collaborate with team members and national hubs, sharing knowledge
- Proficient in MS software (Teams, Word, Excel, and PowerPoint)
- Good knowledge of Financial Planner and Hub targets, contributing to success
- Maintain industry and product knowledge through self-learning
If this sounds like you, please apply today.