Client Servicing - Core Support team Hybrid working Assistant Adviser

Financial Lifestyle Management Ltd.; Greater London; On-site; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Private medical insurance after the qualifying period

Livi online GP

Annual leave rollover scheme

Family-friendly benefits

Company social events

Company laptop and home office budget

Modern & well-equipped office

Job summary

Financial Lifestyle Management Ltd. is looking for a dedicated Core Support team member based in London. This hybrid position is ideal for a motivated individual with a strong background in financial services and client administration.

The successful candidate will support Financial Advisers through various responsibilities, including client onboarding, managing documentation, and liaising with clients and advisers. Benefits include private medical insurance and company social events.

Qualifications

• Experience in client servicing and administrative tasks.
• Ability to adapt to changing high net-worth client needs.
• Education in a relevant field is preferred.

Responsibilities

• Act as the first point of contact for client admin and onboarding.
• Manage new business submissions and documentation.
• Prepare Suitability Letters for new investments.

Skills

Experience within financial services

Attention to detail

Analytical approach

Professional demeanor

Experience with Microsoft Office

Job description

Client Servicing - Core Support team

Job Title: Core Support
Location: London
Working style: Hybrid, three days in office
Salary: £30,000

The Company

We 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

Client Servicing:

• Act as the first point of contact for client admin and onboarding tasks
• 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.

Additional Benefits

• PMI after the qualifying period
• Livi online GP
• Annual leave rollover scheme
• Family‑friendly Benefits
• Company Social Events
• Company Issue Laptop and home office Budget
• Stream
• Modern & Well Equipped Office

Because of the changing nature of our business, your job description will inevitably change. You will, from time to time, be required to undertake other activities of a similar nature that fall within your capabilities as directed by management.

By applying for this role, you confirm that you have the right to work in the UK.

Please notify a member of the team if you require reasonable adjustments made if you choose to apply, by emailing [e-mail].

Please note, FLM will conduct a standard financial and Identity check on any candidate who is offered a role within the company.