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For Companies At a Glance
- Tasks: Support Financial Advisers by handling client administration and ensuring seamless service delivery.
- Company: Join a fast-paced wealth management firm in London, serving over 3,000 high net worth clients.
- Benefits: Enjoy hybrid work, competitive pension, healthcare access, and family-friendly perks.
- Why this job: Be the backbone of client support in a dynamic environment focused on financial solutions.
- Qualifications: Experience in financial services and Salesforce is essential; strong communication skills are a must.
- Other info: We value diversity and encourage all applicants; reach out for any adjustments needed.
The predicted salary is between 22400 - 39200 £ per year.
London, EC3V 9BQ
Full time
Permanent
The Company
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.
The Role
This is a fantastic opportunity for a motivated & responsible individual to support 3-4 busy Financial Advisers and help deliver outstanding service to their clients. In this role, you will be the backbone of client support, handling administration, servicing, and compliance to ensure a seamless experience for both clients and advisers. If you have a passion for finance and a track record of going above and beyond in a support role, this could be the perfect fit for you.
Key responsibilities include:
- Act as the first point of contact for client administration and technical queries.
- Build strong relationships with clients and key stakeholders, including admin centres.
- Gather information from third-party providers to assist planners in delivering holistic financial solutions.
- Maintain accurate client records in Salesforce, ensuring up-to-date information.
- Support the team to meet service level agreements.
- Manage key client processes, including withdrawals, redemptions, onboarding, portfolio changes, and rebalancing.
- Oversee client bereavements, probate, and tax-related disposals.
- Process new investments, liaising with clients on banking details and timescales.
- Provide daily updates and reports to financial planners.
*This list is not exhaustive.
Must have the following qualities:
- Experience in financial services (essential).
- Experience using Salesforce.
- Strong communicator with a professional and confident approach.
- Able to work collaboratively with Financial Planners and the team.
- Problem-solver with good common sense and influencing skills.
- Reliable, detail-oriented, and thrives under pressure.
- Solution-focused and proactive in improving processes.
- Team player with a keen understanding of how to add value.
- Proficient in Microsoft Office (Word, PowerPoint, Excel).
Benefits:
- Hybrid working structure – a minimum of 3 days in the office and 2 at home.
- Competitive pension offering.
- Cashplan healthcare & PMI.
- 24/7 GP access.
- Long term sick pay.
- ISA.
- Enhanced maternity pay.
- Family friendly benefits.
- Wagestream – access your pay as you earn it.
- Team socials.
- Company issued equipment.
We are an equal opportunities employer and welcome applications from all. If you require any reasonable adjustments or have any questions about the role, please email Nadia at
Salary: 28,000+
Hours: 40
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Client Servicing Assistant (Wealth Management) London, EC3V 9BQ Adviser Support Team employer: Financial Lifestyle Management Ltd
Contact Detail:
Financial Lifestyle Management Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Servicing Assistant (Wealth Management) London, EC3V 9BQ Adviser Support Team
✨Tip Number 1
Familiarize yourself with Salesforce, as it's a key tool for maintaining client records in this role. Consider taking an online course or tutorial to brush up on your skills and demonstrate your proficiency during the interview.
✨Tip Number 2
Highlight your experience in financial services by preparing specific examples of how you've supported clients or advisers in the past. This will show that you understand the industry's demands and can hit the ground running.
✨Tip Number 3
Practice your communication skills, as you'll need to build strong relationships with clients and stakeholders. Role-play scenarios where you handle client queries or provide updates to advisers to boost your confidence.
✨Tip Number 4
Research the company’s values and client-centric approach. Be ready to discuss how you can contribute to their mission of prioritizing client needs, which will show your alignment with their culture and goals.
We think you need these skills to ace Client Servicing Assistant (Wealth Management) London, EC3V 9BQ Adviser Support Team
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description. Understand the key responsibilities and required qualities for the Client Servicing Assistant position, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in financial services and any familiarity with Salesforce. Provide specific examples of how you've supported teams or clients in previous roles.
Showcase Communication Skills: Since strong communication is essential for this role, make sure to demonstrate your professional and confident approach in your application. Use clear and concise language, and consider including examples of successful client interactions.
Tailor Your Application: Customize your CV and cover letter to reflect the values and priorities of the company. Mention your problem-solving abilities and proactive nature, as these are key traits they are looking for in a candidate.
How to prepare for a job interview at Financial Lifestyle Management Ltd
✨Show Your Passion for Finance
Make sure to express your enthusiasm for the finance industry during the interview. Share any relevant experiences or projects that highlight your interest and commitment to providing excellent client service.
✨Demonstrate Your Communication Skills
As a Client Servicing Assistant, strong communication is key. Prepare examples of how you've effectively communicated with clients or team members in the past, especially in resolving issues or providing support.
✨Familiarize Yourself with Salesforce
Since experience with Salesforce is essential for this role, take some time to brush up on your knowledge of the platform. Be ready to discuss how you've used it in previous roles or how you would approach learning it quickly.
✨Prepare for Problem-Solving Scenarios
Think of specific instances where you've had to solve problems or improve processes in a previous job. Be prepared to share these examples, as they will demonstrate your proactive approach and ability to thrive under pressure.
