At a Glance
- Tasks: Support Financial Advisers with client onboarding, data entry, and regulatory compliance.
- Company: FLM, a leading firm in Wealth Management based in the City of London.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Exciting events and marketing activities to enhance your experience.
- Why this job: Join a dynamic team and provide first-class service to clients in wealth management.
- Qualifications: Proactive attitude and strong organisational skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
FLM, based in the City of London, is seeking a proactive Client Servicing Administrator to support busy Financial Advisers.
The role is hybrid with three days in the office, focusing on client servicing, administration, and regulatory compliance to provide a first-class service to clients.
You will handle client onboarding, AML checks, data entry, and correspondence, while maintaining accurate client records and supporting events and marketing activities.
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Client Services Specialist - Wealth Management (Hybrid) employer: Burgh Recruitment Ltd (Financial Services)
St. James’s Place plc is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Chorley, Lancashire. With competitive salaries, comprehensive benefits, and ample opportunities for professional growth, employees are empowered to excel in their roles while contributing to meaningful financial planning solutions. Join a team that values expertise and supports your career development in a thriving hybrid work environment.
Contact Details:
Burgh Recruitment Ltd (Financial Services) Recruitment Team
