At a Glance
- Tasks: Support Financial Advisers and deliver top-notch client service in a fast-paced environment.
- Company: Dynamic wealth management firm in the heart of London, serving high net worth clients.
- Benefits: Gain valuable finance experience, develop skills, and work in a supportive team.
- Other info: Fast-paced role with opportunities for growth and professional development.
- Why this job: Join a thriving company where your contributions directly impact clients' financial success.
- Qualifications: Interest in finance, strong communication skills, and a proactive attitude.
The predicted salary is between 30000 - 40000 £ per year.
We are a fast-paced wealth management company based in the City of London, looking after more than three thousand high net worth clients. Our company was founded out of our clients’ desires to pursue their career, taking time for themselves and their families, without having to worry about financial arrangements. We pride ourselves on prioritising our clients’ needs and this has been the basis of our success.
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 Include:
- Being responsible for liaising with third party providers to gather information for both Planners so that they can provide holistic financial planning solutions to their clients.
- Key relationship manager with main stakeholders including admin centres.
- Building strong relationships with all clients and key stakeholders by being the first point of contact for all aspects of client administration and dealing with technical admin queries.
- Managing client records for the Financial Advisers via the CRM software, Salesforce, ensuring that the necessary information is captured and kept up to date on a daily basis.
- Supporting workloads within the team to ensure Service Level Agreements are maintained.
- Managing EIS and VCT exits for clients.
- Managing client bereavements and probate process.
- Processing client withdrawals and redemptions.
- Processing submissions and new client money including liaising with clients regarding bank details and timescales.
- Processing client portfolio changes and rebalancing.
- Processing ongoing advice documentation for client financial reviews.
- Client onboarding administration.
- Reporting to the Planners on a daily basis.
*This list is not exhaustive.
Must Have the Following Qualities:
- Ideally, have experience of working in Finance or Financial Services.
- Confident professional with excellent communication skills, energy and the ability to motivate others.
- Ensure clear communication with both Financial Planners and the team.
- Common sense, influencing skills and enjoy problem solving.
- Reliable, calm under pressure, thrive in a fast-paced environment and are solution focussed.
- Have a good understanding of how you can add value to this business.
- Enjoy working as part of a team.
- Ability to think laterally, challenge current process, and find ways to improve the service.
- Broad experience of Microsoft Office (Word, PowerPoint, Excel).
Client Servicing Assistant employer: Financial Lifestyle Management Ltd
As a leading wealth management company in the heart of the City of London, we offer an exceptional work environment that prioritises employee growth and development. Our dynamic culture fosters collaboration and innovation, allowing you to thrive while supporting our high net worth clients. With a commitment to work-life balance and a focus on professional advancement, we provide a rewarding career path for those passionate about finance.
Contact Details:
Financial Lifestyle Management Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Servicing Assistant
✨Tip Number 1
Network like a pro! Reach out to people in the finance industry, especially those who work in wealth management. Attend events, join online forums, and don’t be shy about asking for informational interviews. You never know who might have a lead on your dream job!
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers or colleagues, be ready to discuss your experience and how it relates to the Client Servicing Assistant role. Bring examples of how you've gone above and beyond in previous roles to the table.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. Mention something specific from your conversation to remind them of your chat and reinforce your interest in the position. It shows you're keen and professional!
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are excited about joining us. Make sure to tailor your application to highlight how your skills align with the responsibilities of the Client Servicing Assistant role.
We think you need these skills to ace Client Servicing Assistant
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Client Servicing Assistant role. Highlight any relevant finance experience and showcase how you've gone above and beyond in previous roles.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for finance and client servicing. Share specific examples of how you've built strong relationships and provided excellent support in past positions.
Showcase Your Communication Skills:Since communication is key in this role, make sure your application is clear and professional. Use concise language and check for any typos or errors. We want to see that you can communicate effectively right from the start!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Financial Lifestyle Management Ltd
✨Know Your Stuff
Make sure you brush up on your finance knowledge before the interview. Understand the basics of wealth management and be ready to discuss how you can support Financial Advisers in providing top-notch service to clients.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and third-party providers, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in past roles, especially in high-pressure situations.
✨Demonstrate Problem-Solving Abilities
Think of specific instances where you've tackled challenges or improved processes in previous jobs. This will show that you can think laterally and add value to the team, which is crucial for a Client Servicing Assistant.
✨Familiarise Yourself with Salesforce
If you have experience with CRM software, great! If not, take some time to learn the basics of Salesforce. Being able to discuss how you would manage client records and ensure data accuracy will impress your interviewers.
