Wealth Management Client Liaison & Admin

Seven Investment Management; Greater London; On-site; GBP 26,000 - 36,000; Full time

Job summary

Partners Wealth Management is seeking an experienced Client Support Associate to assist advisers in delivering a high-quality, compliant service to clients via telephone and administrative support. You will coordinate between advisers, providers, and clients to ensure a smooth advice journey and a positive client and partner experience throughout the process.

If successful, you will be formally employed by Partners Wealth Management, reinforcing a hands-on role in supporting advisory workflows

Qualifications

• Capable of building relationships whilst delivering a level of service which exceeds expectations.
• The ability to draft reports and letters regarding client investments under partners' guidance/supervision.
• Excellent verbal and written communication skills, with the ability to work under pressure.

Responsibilities

• Liaise directly with clients and relevant third parties (phone/email)
• Work with relevant product providers to obtain accurate policy information for valuation and annual review production
• Maintain all internal systems, ensuring the accuracy and integrity of client data and that all tasks and activities are completed in line with company policy and procedures
• Submit and maintain all client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested
• Research providers/funds, using in-house models and other proposition guidance
• Support and process new business and Life Cover quotations as and when required
• Managing the underwriting process
• Executing trades as instructed by partner/s

Skills

Relationship building

Draft reports/letters

Verbal & written communication

Job description

Partners Wealth Management is seeking an experienced Client Support Associate to assist advisers in delivering a high-quality, compliant service to clients via telephone and administrative support. You will coordinate between advisers, providers, and clients to ensure a smooth advice journey and a positive client and partner experience throughout the process.

If successful, you will be formally employed by Partners Wealth Management, reinforcing a hands-on role in supporting advisory workflows