At a Glance
- Tasks: Support financial planning processes and ensure a top-notch client experience.
- Company: Award-winning wealth management firm in the heart of London.
- Benefits: Competitive salary, quarterly bonuses, hybrid working, and 25 days holiday.
- Other info: Great opportunities for career development in a dynamic environment.
- Why this job: Join a growing team and kickstart your career in financial services.
- Qualifications: Experience in financial planning support and strong communication skills.
The predicted salary is between 32000 - 38000 £ per year.
We are working with a well-established, multi-award-winning boutique wealth management firm, based in the City of London, providing independent financial advice to high-net-worth individuals and their families. The firm advises across Pensions, Investments and Life Assurance from the whole of the market and is widely recognised within the industry for the quality of its client service and professional standards. Due to continued growth, including multiple recent acquisitions across the UK, the business is now looking to appoint two Client Support professionals to join its London team.
The Roles
- Client Support – FP Administration Pod: This role sits within a team-based support structure and would suit an experienced career Financial Planning Administrator who enjoys a structured environment supporting multiple advisers. Salary towards the higher end of the banding.
- Client Support – Dedicated Adviser Support: This position supports two Financial Planners directly and is well suited to someone looking to broaden their exposure and progress their career within Financial Planning.
Key Responsibilities
- Supporting the financial planning and advice process to ensure a high-quality client experience
- Processing new client documentation in line with internal procedures and data protection requirements
- Creating and maintaining accurate client records on the CRM system
- Liaising with product providers to obtain policy and investment information
- Preparing client meeting packs and supporting documentation
- Working closely with Advisers and Paraplanners to issue reports and new business applications
- Maintaining accurate records of client and provider communications
- Ensuring all activity is completed in line with compliance and regulatory standards
Candidate Profile
- Previous experience within a Financial Planning / Wealth Management support role
- Strong communication skills at all levels
- A methodical approach with the ability to manage and prioritise multiple tasks
- The ability to work well within a team and on their own initiative
- A client-focused mindset with high attention to detail
- IT literacy, including MS Word and Excel
- A desire to pursue or continue financial services qualifications (fully supported)
Package & Benefits
- £32,000 – £38,000 basic salary
- Quarterly bonus (c. 15% of salary)
- Employee Shareholder Scheme
- Comprehensive benefits package
- 25 days holiday plus 3 additional days over Christmas
- Hybrid working – 3 days per week in the office
- Excellent long-term career development opportunities as the firm continues to grow nationally
A first class opportunity to work for a growing business offering genuine career development opportunities.
Client Support Administrator in London employer: mbf
Join a prestigious boutique wealth management firm in the heart of the City of London, renowned for its exceptional client service and professional standards. As a Client Support Administrator, you will benefit from a competitive salary, a quarterly bonus, and a comprehensive benefits package, all while enjoying a supportive work culture that prioritises employee growth and development. With opportunities for hybrid working and a commitment to your professional qualifications, this is an ideal environment for those seeking a rewarding career in financial services.
StudySmarter Expert Advice🤫
We think this is how you could land Client Support Administrator in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like mbf. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Support Administrator in London
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 mbf.
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 mbf'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 mbf
✨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 mbf.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at mbf 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 mbf 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.
