Wealth Management Client Experience Associate

The JobsBoard; Horsham; On-site; GBP 24,000 - 32,000; Full time

Job summary

The JobsBoard is seeking a Client Support Administrator (Wealth Management) in Horsham to join a collaborative operations team. You will support Financial Planners and Client Support colleagues to deliver an outstanding client experience and develop a long-term career in wealth management.

This role offers an excellent entry point into financial services for an organised and proactive individual. Key duties include onboarding new clients, maintaining accurate client records, preparing

Qualifications

• Strong organisational skills with excellent attention to detail.
• Effective written and verbal communication.
• Willingness to learn and adapt to new systems.

Responsibilities

• Support the onboarding of new clients and maintain accurate client records on back-office systems.
• Prepare and process client documentation, ensuring high service standards throughout the client journey.
• Assist with the preparation of client meeting packs and supporting documentation.
• Liaise with product providers and investment firms to obtain required client information.
• Monitor and progress client cases, keeping advisers and clients updated.
• Review completed client files to ensure records are compliant and up to date.
• Support continuous improvement initiatives and contribute ideas to enhance processes and client outcomes.
• Maintain compliance with regulatory requirements and internal procedures.

Skills

Attention to detail

Organisational skills

Communication skills

Proactive attitude

Multitasking

Job description

The JobsBoard is seeking a Client Support Administrator (Wealth Management) in Horsham to join a collaborative operations team. You will support Financial Planners and Client Support colleagues to deliver an outstanding client experience and develop a long-term career in wealth management.

This role offers an excellent entry point into financial services for an organised and proactive individual. Key duties include onboarding new clients, maintaining accurate client records, preparing