At a Glance
- Tasks: Support Financial Advisers and deliver top-notch client service in a dynamic environment.
- Company: Join FLM, a fast-paced wealth management company in the heart of London.
- Benefits: Enjoy competitive salary, internal training, family-friendly perks, and social events.
- Other info: Hybrid working model with opportunities for growth and development.
- Why this job: Kickstart your finance career while making a real difference for clients.
- Qualifications: Experience in financial services and strong administrative skills are essential.
The predicted salary is between 30000 - 40000 £ per year.
Location: London
Working style: Hybrid, three days in office
Salary: Competitive
The Company: FLM are a fast-paced wealth management company based in the City of London and look after over one thousand clients. Our company was born out of clients’ desire to pursue their career, take time for themselves and their families without having to worry about financial arrangements. We always put the client first and this is the basis of our success.
Role Overview: 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:
- Act as the first point of contact for client admin and onboarding tasks
- Performing AML checks
- Scan paper Client Financial Reviews (CFR) to client files and input data onto the digital database
- Managing new business submissions – submit applications and manage cases to completion
- Chase clients for funds, applications, and any required documentation to enable business to be submitted
- Preparing and writing Suitability Letters for new investments
- Managing pipeline for business submitted not yet issued
- Managing e-greeting cards/Birthday cards, and post
- Liaise with advisers/admin centres/third party providers on any business submission or admin queries
- Action surrenders/encashments/premium amendments
- Maintain accurate and up to date client information
- Support client events, marketing, and workload distribution
- Help to run a paperless office e.g. scanning documents and loading client information onto the digital database
- Supporting the team with ad-hoc projects and administrative tasks
Requirements:
- Experience within financial services
- Attention to detail with absolute precision
- Analytical and logical approach
- Professional, friendly and approachable manner to clients and colleagues
- Enjoys and has experience in administrative tasks
- Understand the frequently changing needs and demands of high net-worth clients
- Broad experience of Microsoft Office (Word, PowerPoint, Excel)
- Experience in areas such as administration, team administrator, administrative assistant, client care, client servicing and some industry experience
Salary & Additional Benefits:
- Competitive salary
- Internal Training Programme
- PMI after the qualifying period
- Pension after 3 months
- Livi online GP
- Annual leave rollover scheme
- Family-friendly Benefits
- Company Social Events
- Company Issue Laptop and home office Budget
- Stream Perkbox
- Modern & Well Equipped Office
- Birthday lie-in
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Client Servicing Administrator in London employer: Premium site
FLM is an exceptional employer located in the heart of London, offering a dynamic work environment that prioritises client satisfaction and employee development. With a competitive salary, comprehensive benefits including private medical insurance and a family-friendly culture, employees are encouraged to grow through internal training programmes and enjoy a balanced work-life with hybrid working options. The company fosters a supportive atmosphere where teamwork and innovation thrive, making it an ideal place for those seeking a rewarding career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Client Servicing Administrator in London
✨Tap into Campus Networks
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We think you need these skills to ace Client Servicing 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.
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Research and Reflect:Before hitting that 'apply' button on Premium site'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 Premium site
✨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 Premium site.
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