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.