Financial Services Assistant

Lal Capital; City of Westminster; On-site; GBP 25,000 - 27,000; Full time

Job summary

A well-established wealth management firm in London is seeking a Financial Services Assistant to provide essential administrative support to advisers and operational staff. The role offers an excellent career opportunity in financial services with responsibilities including client liaison, record maintenance, and compliance support, tailored for individuals looking to grow within the industry.

Benefits

Competitive salary and performance-related bonus

Pension scheme and holiday allowance

Study support for industry qualifications

Friendly, supportive working environment

Career development opportunities

Qualifications

• Previous experience in financial services or administrative roles.
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Ability to manage multiple tasks and deadlines.

Responsibilities

• Provide administrative support to financial advisers and paraplanners.
• Maintain and update client records using CRM systems.
• Prepare client meeting packs and documentation.

Skills

Organizational skills

Attention to detail

Communication

Education

Financial planning qualifications (CII, CISI)

Tools

Microsoft Office

CRM systems

Job description

**Company Overview**. We are a well-established, client-focused wealth management firm based in the heart of London. We provide tailored financial advice and investment solutions to high-net-worth individuals, families, and trusts. We pride ourselves on our integrity, professionalism, and client service.. **Role Overview**. As a Financial Services Assistant, you will support advisers and operational staff in the delivery of a first-class service to clients. This role is integral to the smooth running of the business and provides an excellent opportunity to build a career within financial services and wealth management.. **Key Responsibilities**. Provide administrative support to financial advisers and paraplanners.. Maintain and update client records using CRM systems.. Liaise with clients, product providers, and third parties in a professional and efficient manner.. Prepare client meeting packs, valuations, and documentation.. Assist with the processing of new business applications, including pensions, ISAs, GIAs, and insurance products.. Monitor and follow up on ongoing cases to ensure timely completion.. Help ensure compliance with FCA regulations and internal procedures.. Support the onboarding of new clients, including AML and KYC checks.. Assist in the production of reports, letters, and other client communications.. . **Requirements**. Essential. Strong organisational skills and attention to detail. Excellent communication and interpersonal skills. Previous experience in financial services or administrative roles. Proficiency in Microsoft Office (Word, Excel, Outlook). Ability to manage multiple tasks and meet deadlines. High level of discretion and confidentiality. Desirable. Knowledge of wealth management products and services. Experience with CRM or back-office systems (e.g., Intelligent Office, Salesforce). Studying towards or interested in studying for financial planning qualifications (e.g., CII, CISI). . **What We Offer**. Competitive salary and performance-related bonus. Pension scheme and holiday allowance. Study support for industry qualifications. A friendly, supportive working environment in a prestigious London location. Career development opportunities in a growing firm

Experience: Not required
Languages: English – Advanced
Employment: Full-time
Schedule: Monday - Friday 9.00 - 17.00
Salary: £25,000 – £27,000 yearly
Starting time: Immediate start!

About Lal Capital :

we are committed to helping you navigate the complexities of financial planning with confidence and clarity. As independent financial advisers, we offer impartial advice tailored to your unique goals and circumstances. Our experienced team