Senior Client Services/Wealth Management Administrator
London (City) Hybrid up to £42,000 + Bonus/Benefits
We're assisting a highly regarded Wealth Management firm seeking an experienced Client Services Administrator to join their growing team.
You’ll maintain high standards of accuracy, manage key workflows, and play an important role in delivering exceptional service to advisers and clients. This is ideal if you’re looking to take greater ownership of processes within a people-focused organisation with a strong culture and genuine commitment to development.
Key Responsibilities
- Produce portfolio reports and pre-meeting documentation
- Review and correct client cash accounts
- Draft client servicing correspondence
- Maintain internal systems and workflows
- Support advisers and paraplanners with client servicing activities
- Identify process improvements and drive operational efficiency
- Support team training and development
What We’re Looking For
- Previous client servicing experience within financial services
- Wealth Management experience
- Excellent organisation, time management and written communication
- Strong attention to detail with commitment to quality
- Comfortable working under pressure and meeting tight deadlines
- Self-motivated, results-driven team player
- Good understanding of financial services industry
- Proficiency with Microsoft Office and business systems
- Intelliflo experience desirable
#J-18808-Ljbffr
Senior Client Services / Wealth Management Administrator London (City) Hybrid up to &42,000 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.
