Wealth Advisory Support Specialist

FLM; Greater London; In loco; GBP 24.000 - 32.000; Tempo pieno

Vantaggi offerti da questo lavoro

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 a length/

Bank holidays

Modern & Well Equipped Office

Talklife Workplace (EAP)

LIVI GP

Descrizione del lavoro

FLM is a fast-paced wealth management company based in the City of London, serving over three thousand high net worth clients. This role supports several Financial Advisers with administrative tasks, ensuring efficient financial planning processes between adviser and client.

You will receive full in-house training and join a collaborative team, handling correspondence, scheduling, record-keeping, and ad-hoc projects while maintaining service standards.

Competenze

• Proven work experience within a professional environment, including telephony-based work.
• Financial Services experience is useful but not essential.
• Ability to work within defined business processes, achieving agreed outcomes without supervision.
• Excellent organisation and communication skills.
• Attention to detail with absolute precision.
• The ability to multitask and think proactively.
• A team player with an assertive "can do" approach.
• Experience working with Microsoft Office, particularly Excel and Word.

Mansioni

• Receiving/sending correspondence from/to multiple internal and external stakeholders.
• Calling internal and external stakeholders on a daily basis to set expectations and ensure deadlines are met.
• Processing a range of work including, but not limited to, suitability letters, business submissions, administrative tasks, and client/Adviser queries.
• Maintain accurate and up-to-date records on behalf of clients, Advisers and the team.
• Support workloads within the team to ensure Service Level Agreements are maintained.
• Communicate with team members to ensure all cases are processed timely and effectively in line with agreed service standards.
• Supporting the team with ad-hoc projects and administrative tasks.

Conoscenze

Telephony experience

Excellent organisation

Attention to detail

multitask and proactive

Team player

Communication skills

Microsoft Office

Strumenti

Excel

Word

Descrizione del lavoro

FLM is a fast-paced wealth management company based in the City of London, serving over three thousand high net worth clients. This role supports several Financial Advisers with administrative tasks, ensuring efficient financial planning processes between adviser and client.

You will receive full in-house training and join a collaborative team, handling correspondence, scheduling, record-keeping, and ad-hoc projects while maintaining service standards.