We are on a mission to help private client families build a secure financial future. We're passionate about helping families and entrepreneurs get absolute clarity on their finances and create a Financial Life Plan.
Our values that we constantly strive for are:
- Clarity
- Impact
Job Outline:
We are looking for a focused individual to join our growing team. Working in the administration team assisting with the daily operations of a wealth management office to ensure high standards of client service, regulatory compliance, operational efficiency, and team performance.
This role supports the financial advisers on non-advisory business functions enabling the advisers to focus on financial planning.
This is an opportunity to grow in a supportive and nurturing environment, build further qualifications, and be rewarded for demonstrating hard work and positive results.
The Role:
- Helping to manage the client relationships by setting up meetings and reviews
- Liaise with clients, providers, and administration centres to progress cases to completion
- Supporting the team to ensure business processes are efficient in getting positive outcomes
- You will be communicating with clients and third-party providers and deliver regular updates to clients on a daily basis
- Report on & track meetings, referrals, pipeline activity, and team productivity in CRM
- Engage our clients, diary management and develop strong relationships with our target audience community
- Contribute to team strategy, shape its direction and promote a fun working environment
- When required complete basic reports, electronic applications and KYC
What are we looking for in you:
- Experience in financial services in a private client environment
- Excellent literacy and numeracy, a working knowledge of digital administration, communications, marketing and events
- Ability to use data for analysis and marketing purposes
- Strong organisational skills with excellent attention to detail
- A self-starter with the ability to work independently and with the team
- Confident communicator, independent thinker with a passion for administration
- Relevant experience using salesforce, LinkedIn, AI, comms & technology tools
What's in it for you:
- Opportunity to join an award-winning team of professionals
- Work with a naturally friendly team of motivated ambitious people
- Be in an environment where you make an impact on people's lives
- Competitive remuneration package - up to £30k salary (dependant on experience/skills)
- Support to complete professional qualifications
- Plus - pension, bonus structure, impact giving (upon completion of probation period)
Client Services Administrator in City of London employer: Lombard Private Clients
Lombard Private Clients is an exceptional employer dedicated to empowering private client families in London to achieve financial clarity and wellbeing. With a strong focus on professional growth, we offer continuous investment in your development, including progression towards Chartered status, all within a supportive and collaborative team environment. Join us to make a meaningful impact on clients' lives while working alongside passionate professionals who share your commitment to excellence in financial planning.
