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: Hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Fast-paced role with a focus on teamwork and problem-solving.
- Why this job: Join a team that values client relationships and offers real impact in finance.
- Qualifications: Experience 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:
- 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 Hybrid working Bespoke Client Support employer: Financial Lifestyle Management Ltd
As a leading wealth management company in the heart of the City of London, we offer a dynamic and supportive work environment where your contributions directly impact our high net worth clients. Our hybrid working model promotes a healthy work-life balance, while our commitment to employee development ensures you have ample opportunities for growth and advancement within the financial services sector. Join us to be part of a collaborative team that values innovation, excellence, and client satisfaction.
Contact Details:
Financial Lifestyle Management Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Servicing Assistant Hybrid working Bespoke Client Support
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We think you need these skills to ace Client Servicing Assistant Hybrid working Bespoke Client Support
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Financial Lifestyle Management Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Financial Lifestyle Management Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Financial Lifestyle Management Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Financial Lifestyle Management Ltd.
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✨Show Your Passion for Finance
Since this is a full-time position, employers at Financial Lifestyle Management Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Financial Lifestyle Management Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
