Client Services Administrator

Confidential; Greater London; Hybrid; GBP 39,000 - 47,000; Full time

Benefits offered by this job

Training on offer to become paraplann/

Benefits package

Job summary

Confidential is seeking an experienced Financial Planning Administrator to join the City of London team. The role involves processing new business, onboarding clients, AML checks, and handling queries related to a broad range of financial products.

You will work in a pod with advisers, report to the Office Manager, and have access to training to become a paraplanner and eventually an adviser. 4 days in the office per week with competitive benefits.

Qualifications

• 3+ years of administration experience.
• Experience in financial planning or wealth management preferred.
• Able to work in a team and report to Office Manager.

Responsibilities

• Process all new business and onboarding of new clients.
• Perform AML checks and other credit checks.
• Manage databases and support the team operations.
• Handle LOA/LOV's and respond to provider and client queries.
• Provide technical administration for whole of market financial products.

Skills

Administrative experience

Financial services knowledge

Client onboarding

Communication

Tools

Database management

Job description

• Financial Planning Administrator
• City of London offices (Near Moorgate)
• Salary up to £43k plus benefits
• Working in the pod of an adviser with £80m AUM
• 4 days in the office per week
• Seeking an experienced Financial Planning Administrator
• Training on offer to become a paraplanner and thereafter an adviser
• 3+ years of experience required as a minimum in administration
• Working in a team of other Financial Administrators, reporting into Office Manager
• Technical Administration duties on whole of market financial products
• LOA/LOV's, answering queries from providers and clients
• Database management and contributing to smooth running of the support team
• Processing all new business and onboarding new clients
• AML checks and other credit checks
• Independent wealth planning firm with offices across the UK
• I have met the Directors and placed 20+ members of staff with them
• They offer whole of market financial advice
• HNW retirees, accumulators, local families and SME owners
• Clients with assets ranging from £150k - £50m.
• Pensions, investments, tax planning, cashflow modelling, retirement planning
• Some esoteric schemes such as VCT & EIS schemes.
• Very longstanding relations with accountancy and solicitor practices