Wealth Management Admin & Client Services Associate (Hybrid)

Faith Recruitment Ltd; Leatherhead; Ibrido; GBP 35.000 - 40.000; Tempo pieno

Vantaggi offerti da questo lavoro

Study support

Career progression

Hybrid work

Professional environment

Descrizione del lavoro

Faith Recruitment Ltd in Leatherhead is seeking an Adviser Assistant to support Financial Advisers and deliver an outstanding client experience. The role blends client servicing, administration and relationship management within a collaborative team.

You will manage diaries, prepare documentation, assist with new business submissions and maintain CRM records. Hybrid working and study support are available to help your long-term career development.

Competenze

• Experience within Financial Services Administration is essential.
• Experience supporting Financial Advisers, Wealth Managers, or Financial Planning teams would be highly advantageous.
• Strong organisational skills with the ability to manage multiple priorities.
• Excellent attention to detail and accuracy.
• Professional communication skills, both written and verbal.

Mansioni

• Provide comprehensive administrative support to Advisers and the wider team.
• Manage diaries, coordinate appointments, and arrange client meetings.
• Act as a key point of contact for clients, responding to telephone and email enquiries.
• Liaise with third-party providers and obtain information relating to client holdings and plans.
• Assist with the preparation of documentation and reports ahead of client review meetings.
• Arrange annual review meetings and manage all associated administration.
• Prepare client meeting packs and coordinate follow-up actions.
• Support the submission and processing of new business applications.
• Maintain accurate client records and update CRM systems.
• Assist with client instructions including withdrawals, amendments, fund switches, and contribution changes.
• Track cases through to completion and provide regular updates to clients.
• Support ongoing projects and business improvement initiatives.
• Assist with client communications, events, and relationship-building activities.
• Maintain the highest standards of client service and regulatory compliance.

Conoscenze

Financial Services Administration

Client servicing

Diary management

Relationship building

CRM systems

Microsoft Office

Independent work

Strumenti

CRM software

Microsoft Office

Descrizione del lavoro

Faith Recruitment Ltd in Leatherhead is seeking an Adviser Assistant to support Financial Advisers and deliver an outstanding client experience. The role blends client servicing, administration and relationship management within a collaborative team.

You will manage diaries, prepare documentation, assist with new business submissions and maintain CRM records. Hybrid working and study support are available to help your long-term career development.