At a Glance
- Tasks: Support advisers and clients by managing key client servicing activities and workflows.
- Company: Join a leading Chartered financial planning firm with a vibrant culture.
- Benefits: Competitive salary, bonus, hybrid work, and professional development opportunities.
- Other info: Dynamic team environment with opportunities for leadership and growth.
- Why this job: Make a real impact in a respected firm while advancing your career in finance.
- Qualifications: Experience in client servicing within financial services; wealth management experience is a plus.
The predicted salary is between 40500 - 49500 £ per year.
Location: London (City)/Hybrid
Salary: To £42,000 and bonus/benefits
Job Type: Full-time, Permanent
Build Your Career with a Leading Chartered Financial Planning Firm
We are currently assisting a highly regarded Wealth Manager with an exciting opportunity for an experienced Client Services/IFA Administrator to join a growing and highly respected financial planning business. This role is ideal for a client servicing professional who is looking to build on their existing expertise, take greater ownership of key processes and play an important role in delivering exceptional service to advisers and clients. You will be joining a vibrant, people-focused organisation with a strong reputation, an outstanding culture and a genuine commitment to professional development.
As a Chartered financial planning firm, they are driven by a clear set of values that shape everything we do. We take our responsibilities seriously, but we also believe that work should be enjoyable, rewarding and collaborative. This is an excellent opportunity to develop professionally, build strong working relationships and establish a long-term career within a successful and growing business.
The Role
The Client Service Team plays a vital role in supporting advisers and paraplanners through the delivery of key client servicing activities. As a Senior Team member, you will be responsible for maintaining high standards of accuracy, managing workflows and contributing to the continued development of the team.
Key responsibilities will include:
- Producing portfolio reports and pre-meeting documentation
- Reviewing and correcting client cash accounts
- Drafting client servicing correspondence and letters
- Maintaining and updating internal systems used for service delivery
- Supporting advisers and paraplanners with a range of client servicing activities
- Ensuring work is completed accurately and within agreed service levels
- Identifying process improvements and contributing to operational efficiency
- Acting as a subject matter expert for key processes
- Supporting the training and development of colleagues where appropriate
- Assisting with workflow management and leadership responsibilities within the team
What We're Looking For
Experience:
- Previous experience in a client servicing role within financial services
- Wealth Management experience would be highly advantageous
- Experience of using Intelliflo is desirable
Skills:
- Excellent organisation and time management skills
- Strong written and verbal communication skills
- Ability to think ahead, plan effectively and prioritise workload
- Strong attention to detail and commitment to quality
- Ability to identify issues, manage expectations and escalate
- Comfortable working under pressure and delivering to tight deadlines
- Able to manage repetitive tasks while maintaining consistently high standards
- Self-motivated, results-driven and capable of working with minimal supervision
- Collaborative team player with a positive and proactive approach
Knowledge:
- Strong understanding of the financial services industry
- Good working knowledge of Microsoft Office applications and business systems
This opportunity would suit an experienced client service professional who is looking to take the next step in their career. You may already be working within a wealth management, financial planning or wider financial services environment and be looking for an opportunity to:
- Take greater ownership of processes and outcomes
- Become a subject matter expert within a specialist team
- Support and mentor colleagues
- Develop leadership and workflow management skills
- Expand your financial services knowledge and professional qualifications
- Build a long-term career within a growing and ambitious organisation
Full job specification available on request.
Senior Client Services/Wealth Management Administrator employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Client Services/Wealth Management Administrator
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Financial Divisions. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Financial Divisions.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Financial Divisions. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Senior Client Services/Wealth Management Administrator
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Financial Divisions and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Financial Divisions how you can be a team player!
How to prepare for a job interview at Financial Divisions
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Financial Divisions.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Financial Divisions's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
