Wealth Adviser Support – Admin & Client Liaison

Financial Lifestyle Management; City Of London; Sur place; GBP 26 000 - 36 000; Plein temps

Avantages offerts par ce poste

Internal Training Programme

Two Salary Reviews Per Annum*

PMI after the qualifying period

Annual leave rollover scheme

Family-friendly Benefits

Company Social Events

Company Issue Laptop

Home office Budget

Wagestream

22 days of annual leave with service +

Bank holidays

Modern & Well Equipped Office

Talklife Workplace (EAP)

LIVI GP

Résumé du poste

Financial Lifestyle Management, based in the City of London, is seeking a highly organised administrator to support multiple Financial Advisers. The role involves handling correspondence, coordinating with stakeholders, and managing client and adviser queries to ensure smooth financial planning processes.

You will work within established processes, develop strong MS Office skills, and contribute to a collaborative team.

Qualifications

• Experience in a professional environment with telephony-based work.
• Financial services exposure is helpful but not required.
• Ability to follow defined business processes and achieve outcomes without supervision.
• Excellent organisation and communication skills.
• Strong attention to detail and precision.
• Ability to multitask and be proactive.
• Team player with a can-do attitude.
• Proficient in Microsoft Office, especially Excel and Word.

Responsabilités

• Receiving and sending correspondence with internal and external stakeholders.
• Calling stakeholders daily to set expectations and meet deadlines.
• Processing tasks including suitability letters, submissions, admin tasks, and client/adviser queries.
• Maintaining accurate records for clients, advisers and the team.
• Supporting the team to maintain Service Level Agreements.

Connaissances

Telephony experience

Organisation

Communication

Attention to detail

Multitasking

Team player

MS Office (Excel & Word)

Description du poste

Financial Lifestyle Management, based in the City of London, is seeking a highly organised administrator to support multiple Financial Advisers. The role involves handling correspondence, coordinating with stakeholders, and managing client and adviser queries to ensure smooth financial planning processes.

You will work within established processes, develop strong MS Office skills, and contribute to a collaborative team.