Job Description
We are working with a well-established, multi-award-winning boutique wealth management firm, based in the City of London, providing independent financial advice to high-net-worth individuals and their families.
The firm advises across Pensions, Investments and Life Assurance from the whole of the market and is widely recognised within the industry for the quality of its client service and professional standards.
Due to continued growth, including multiple recent acquisitions across the UK, the business is now looking to appoint two Client Support professionals to join its London team.
The Roles
Two Client Support opportunities are available, offering distinct career paths:
Client Support - FP Administration Pod
This role sits within a team-based support structure and would suit an experienced career Financial Planning Administrator who enjoys a structured environment supporting multiple advisers.
Salary towards the higher end of the banding.
Client Support - Dedicated Adviser Support
This position supports two Financial Planners directly and is well suited to someone looking to broaden their exposure and progress their career within Financial Planning.
Key Responsibilities
- Supporting the financial planning and advice process to ensure a high-quality client experience
- Processing new client documentation in line with internal procedures and data protection requirements
- Creating and maintaining accurate client records on the CRM system
- Liaising with product providers to obtain policy and investment information
- Preparing client meeting packs and supporting documentation
- Working closely with Advisers and Paraplanners to issue reports and new business applications
- Maintaining accurate records of client and provider communications
- Ensuring all activity is completed in line with compliance and regulatory standards
Candidate Profile
The successful candidate will demonstrate:
- Previous experience within a Financial Planning / Wealth Management support role
- Strong communication skills at all levels
- A methodical approach with the ability to manage and prioritise multiple tasks
- The ability to work well within a team and on their own initiative
- A client-focused mindset with high attention to detail
- IT literacy, including MS Word and Excel
- A desire to pursue or continue financial services qualifications (fully supported)
Package & Benefits
- £32,000 - £38,000 basic salary
- Quarterly bonus (c. 15% of salary)
- Employee Shareholder Scheme
- Comprehensive benefits package
- 25 days holiday plus 3 additional days over Christmas
- Hybrid working - 3 days per week in the office
- Excellent long-term career development opportunities as the firm continues to grow nationally
A first class opportunity to work for a growing business offering genuine career development opportunities.
