Administrator

Seven Investment Management; Greater London; On-site; GBP 26,000 - 36,000; Full time

Job summary

Partners Wealth Management is seeking an experienced Client Support Associate to assist advisers in delivering a high-quality, compliant service to clients via telephone and administrative support. You will coordinate between advisers, providers, and clients to ensure a smooth advice journey and a positive client and partner experience throughout the process.

If successful, you will be formally employed by Partners Wealth Management, reinforcing a hands-on role in supporting advisory workflows

Qualifications

• Capable of building relationships whilst delivering a level of service which exceeds expectations.
• The ability to draft reports and letters regarding client investments under partners' guidance/supervision.
• Excellent verbal and written communication skills, with the ability to work under pressure.

Responsibilities

• Liaise directly with clients and relevant third parties (phone/email)
• Work with relevant product providers to obtain accurate policy information for valuation and annual review production
• Maintain all internal systems, ensuring the accuracy and integrity of client data and that all tasks and activities are completed in line with company policy and procedures
• Submit and maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested
• Research providers/funds, using in-house models and other proposition guidance
• Support and process new business and Life Cover quotations as and when required
• Managing the underwriting process
• Executing trades as instructed by partner/s

Skills

Relationship building

Draft reports/letters

Verbal & written communication

Job description

Job Purpose

To support advisers in the delivery of a high-quality, compliant, and effective service to clients through a combination of telephone and administrative support. Acting as a central point of coordination between advisers, providers, and clients, the role is responsible for ensuring a smooth and positive advice journey, fostering strong relationships and delivering an excellent client and partner experience throughout the process.

If successful, you will be formally employed by Partners Wealth Management.

Key Responsibilities

• Liaise directly with clients and relevant third parties (phone/email)
• Work with relevant product providers to obtain accurate policy information for valuation and annual review production
• Maintain all internal systems, ensuring the accuracy and integrity of client data and that all tasks and activities are completed in line with company policy and procedures
• Submit and maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested
• Research providers/funds, using in-house models and other proposition guidance
• Support and process new business and Life Cover quotations as and when required
• Managing the underwriting process
• Executing trades as instructed by partner/s

About You

Skills and experience

• Capable of building relationships whilst delivering a level of service which exceeds expectations
• The ability to draft reports and letters regarding client investments under partners' guidance/supervision
• Excellent verbal and written communication skills, with the ability to work under pressure