Senior Client Services/Wealth Management Administrator

Financial Divisions; Greater London; Hybrid; GBP 38,000 - 46,000; Full time

Job summary

Financial Divisions in London offers a Senior Client Services/Wealth Management Administrator role with hybrid working arrangements. You will support advisers and paraplanners, produce portfolio reports, and help maintain service levels while handling client servicing tasks with accuracy and professionalism.

The position focuses on ownership of processes, development within a collaborative culture, and long-term career progression in a growing wealth management practice.

Qualifications

• Previous client servicing experience within financial services.
• Wealth Management experience is advantageous.
• Experience with Intelliflo is desirable.

Responsibilities

• Producing portfolio reports and pre-meeting documentation.
• Reviewing and correcting client cash accounts.
• Drafting client servicing correspondence and letters.
• Maintaining and updating internal systems used for service delivery.
• Supporting advisers and paraplanners with client servicing activities.
• Ensuring work is completed accurately within service levels.
• Identifying process improvements and contributing to efficiency.
• Acting as a subject matter expert for key processes.
• Supporting training and development of colleagues.
• Assisting with workflow management and leadership within the team.

Skills

Organisation

Communication

Planning

Attention to detail

Prioritisation

Work under pressure

Team player

Self-motivated

Collaboration

Tools

Intelliflo

Job description

Senior Client Services/Wealth Management Administrator

Location: London (City)/Hybrid

Salary: To £42,000 and bonus/benefits

Job Type: Full-time, Permanent

Build Your Career with a Leading Chartered Financial Planning Firm

We are currently assisting a highly regarded Wealth Manager with an exciting opportunity for an experienced Client Services/IFA Administrator to join a growing and highly respected financial planning business.

This role is ideal for a client servicing professional who is looking to build on their existing expertise, take greater ownership of key processes and play an important role in delivering exceptional service to advisers and clients. You will be joining a vibrant, people-focused organisation with a strong reputation, an outstanding culture and a genuine commitment to professional development.

As a Chartered financial planning firm, they are driven by a clear set of values that shape everything we do. We take our responsibilities seriously, but we also believe that work should be enjoyable, rewarding and collaborative.

This is an excellent opportunity to develop professionally, build strong working relationships and establish a long-term career within a successful and growing business.

The Role

The Client Service Team plays a vital role in supporting advisers and paraplanners through the delivery of key client servicing activities. As a Senior Team member, you will be responsible for maintaining high standards of accuracy, managing workflows and contributing to the continued development of the team.

Key responsibilities will include:

• Producing portfolio reports and pre-meeting documentation
• Reviewing and correcting client cash accounts
• Drafting client servicing correspondence and letters
• Maintaining and updating internal systems used for service delivery
• Supporting advisers and paraplanners with a range of client servicing activities
• Ensuring work is completed accurately and within agreed service levels
• Identifying process improvements and contributing to operational efficiency
• Acting as a subject matter expert for key processes
• Supporting the training and development of colleagues where appropriate
• Assisting with workflow management and leadership responsibilities within the team

What We're Looking For

Experience:

• Previous experience in a client servicing role within financial services
• Wealth Management experience would be highly advantageous
• Experience of using Intelliflo is desirable

Skills:

• Excellent organisation and time management skills
• Strong written and verbal communication skills
• Ability to think ahead, plan effectively and prioritise workload
• Strong attention to detail and commitment to quality
• Ability to identify issues, manage expectations and escalat[e]? Wait,
• Comfortable working under pressure and delivering to tight deadlines
• Able to manage repetitive tasks while maintaining consistently high standards
• Self-motivated, results-driven and capable of working with minimal supervision
• Collaborative team player with a positive and proactive approach

Knowledge:

• Strong understanding of the financial services industry
• Good working knowledge of Microsoft Office applications and business systems

Technology and Work Skills

This opportunity would suit an experienced client service professional who is looking to take the next step in their career.

You may already be working within a wealth management, financial planning or wider financial services environment and be looking for an opportunity to:

• Take greater ownership of processes and outcomes
• Become a subject matter expert within a specialist team
• Support and mentor colleagues
• Develop leadership and workflow management skills
• Expand your financial services knowledge and professional qualifications
• Build a long-term career within a growing and ambitious organisation

Full job specification available on request