19th May, 2026
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:
- 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.
- Experience in financial service, wealth management or financial planning.
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.
- Assist the investment team with operational tasks including
- o Processing fund withdrawals
- o Supporting fund switches and portfolio changes
- o Handling bulk or mass transactions where required
- Ensure investment instructions are processes accurately and efficiently.
- Provide administrative support to compliance activities.
- Assist with maintaining regulatory documentation and records.
- Support the business with operational processes and procedures as required.
Contact Details:
Cornish-Vaughan Associates Recruitment Team
