At a Glance
- Tasks: Support Financial Advisers and deliver top-notch client service in a dynamic environment.
- Company: Fast-paced wealth management firm in the heart of London.
- Benefits: Competitive salary, hybrid working, and opportunities for personal growth.
- Other info: Exciting career prospects in a thriving industry.
- Why this job: Join a team that prioritises clients and make a real difference in their financial journeys.
- Qualifications: Interest in finance and experience in a supportive role.
The predicted salary is between 30000 - 40000 £ per year.
Location: London
Working style: Hybrid, three days in office
Salary: Competitive
The Company: FLM are a fast-paced wealth management company based in the City of London and look after over one thousand clients. Our company was born out of clients’ desire to pursue their career, take time for themselves and their families without having to worry about financial arrangements. We always put the client first and this is the basis of our success.
Role Overview: This is a brilliant opportunity for a highly driven and motivated individual to support busy Financial Advisers and help provide a first-class service to their clients. It is an ideal position for someone who has an interest in finance and has a proven track record of going above and beyond in a supporting role. Within this role, you will underpin multiple Financial Advisers and be responsible for client servicing, client admin, and compliance/regulatory requirements.
Key Responsibilities:
- Act as the first point of contact for client admin and onboarding tasks
- Performing AML checks
- Scan paper Client Financial Reviews (CFR) to client files and input data onto the system
Client Servicing Administrator employer: Burgh Recruitment Ltd
FLM is an exceptional employer that prioritises employee growth and development within a dynamic work environment in the heart of London. With a hybrid working model, competitive salary, and a strong focus on client satisfaction, employees are empowered to thrive while contributing to a supportive team culture that values initiative and dedication. Joining FLM means being part of a forward-thinking wealth management company that truly cares about its clients and its people.
