Cornish-Vaughan Associates

Our Client : Our client is a growing niche international Financial Planning business specialising in Expat International Planning, Wealth & Investments and Pensions & Estate Planning. Job Description: This key new role will support across the business and reduce key-person dependencies across operational areas. They will provide administrative, operation and client support to ensure the efficient delivery of services to clients and the investment team. The Successful Applicant: Experience in financial service, wealth management or financial planning. Strong organisational and administrative skills. High attention to detail and accuracy. Good communication skills and confident speaking with clients. Able to manage multiple tasks and priorities. Comfortable working with CRM systems and financial platforms. Key Responsibilities: Client Administration Submit new business applications and maintain accurate client records. Upload/manage client documentation within internal systems and platforms. Maintain CRM systems ensuring all information is accurate and up to date. Assist with preparing documentation for client meetings. Investment Operations support Assist the investment team with operational tasks including - processing fund withdrawals, supporting fund switches & portfolio changes, handling mass transactions when required. Ensure investment instructions are processes accurately and efficiently. Compliance Business Support Provide administrative support to compliance activities. Assist with maintaining regulatory documentation and records. Support the business with operational processes and procedures as required.