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For Companies At a Glance
- Tasks: Support clients with tailored financial advice and ensure smooth service delivery.
- Company: Expanding chartered Wealth Manager in the heart of London.
- Benefits: Competitive salary, comprehensive benefits, and hybrid work options.
- Why this job: Join a dynamic team and grow your career in wealth management.
- Qualifications: 6 months experience in financial planning or administration; strong MS Office skills.
- Other info: Collaborative culture with excellent professional development opportunities.
The predicted salary is between 33000 - 40000 £ per year.
Our client, an expanding, chartered Wealth Manager, is looking to add to their busy client services team to ensure that every client receives a thoughtful, tailored, and professional service. These roles can offer progression into Paraplanning and onwards in due course; therefore they welcome applications from ambitious candidates looking to secure a long‐term future in the firm.
The Role
You will play a key role in ensuring the smooth delivery of advice and support services to valued clients. The environment is busy and fast‐paced, so you'll need to be adaptable, detail‐oriented, and a natural communicator who thrives in a team setting.
Duties (not exhaustive)
- Carrying out core client servicing tasks accurately and in line with expected service levels, including but not limited to:
- Provision of portfolio reports
- Pre‐meeting documentation
- Reviewing and correcting client cash accounts
- Submitting and implementing new business as agreed
- Updating and maintaining accurate client records
- Managing own workflow and tasks to meet company requirements
- Becoming a subject matter expert in certain processes, providing training and information across the business and ensuring the processes remain fit for purpose
- Escalating promptly any issues to the Team Leader that may impact the ability to deliver the services
- Working collaboratively with colleagues across the business to ensure high‐quality client services are provided
- Helping identify potential service changes to improve the client experience or internal efficiency
- Business Support – Undertaking other activities of a similar nature as required from time to time to support the firm in meeting its business objectives.
About you
- A minimum of 6 months experience in Wealth Management/Financial planning support or administration role; applications welcomed from more experienced candidates.
- Strong knowledge of MS Office (Word, Excel, Teams, SharePoint)
- Experience using Intelligent Office (IO) software (preferred)
- Excellent organisational skills and attention to detail
- Strong numeracy and communication skills
- Ability to work to tight deadlines with minimal supervision
Joining this business means being part of a forward‐thinking firm that values collaboration, development, and excellence. You'll enjoy a supportive work culture, professional growth opportunities, and a benefits package designed to look after you and your wellbeing.
CV to jim.m@financialdivisions.co.uk
Seniority level: Associate
Employment type: Full-time
Job function: Administrative
Client Services (Financial Planning/Wealth Management) in London employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services (Financial Planning/Wealth Management) in London
✨Tip Number 1
Don't just sit back and wait for the job to come to you! Reach out directly to the job poster on LinkedIn or via email. A friendly message expressing your interest can make a huge difference and show that you're proactive.
✨Tip Number 2
Network, network, network! Connect with professionals in the Wealth Management field. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have a lead on your dream job!
✨Tip Number 3
Prepare for interviews by researching the company and its culture. Be ready to discuss how your skills align with their needs. Practising common interview questions can also help you feel more confident when it’s your turn to shine.
✨Tip Number 4
Apply through our website for the best chance of getting noticed! We love seeing candidates who take the time to engage with us directly. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Client Services (Financial Planning/Wealth Management) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. Highlight your experience in Wealth Management or Financial Planning, and don’t forget to mention any relevant software knowledge like Intelligent Office.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about client services and how your background makes you a great fit for the role. Keep it concise but engaging!
Show Off Your Communication Skills: Since this role requires strong communication, make sure your application is clear and well-structured. Use professional language, but let your personality shine through – we want to see the real you!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets the attention it deserves, so don’t hesitate!
How to prepare for a job interview at Financial Divisions
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and financial planning. Understand the core services the company offers and be ready to discuss how your experience aligns with their needs. This shows you're genuinely interested and prepared.
✨Showcase Your Communication Skills
Since this role requires strong communication, practice articulating your thoughts clearly. Use examples from your past experiences where you successfully communicated complex information to clients or colleagues. This will demonstrate your ability to thrive in a team setting.
✨Be Detail-Oriented
Given the importance of accuracy in client servicing tasks, prepare to discuss how you ensure attention to detail in your work. Bring examples of how you've managed workflows or corrected errors in the past, as this will highlight your organisational skills.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's culture, growth opportunities, and client service strategies. This not only shows your interest but also helps you gauge if the company is the right fit for you. Plus, it makes for a more engaging conversation!
