Wealth Management Client Services Specialist

Financial Lifestyle Management Ltd.; Greater London; Hybrid; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Private medical insurance after the qualifying period

Livi online GP

Annual leave rollover scheme

Family-friendly benefits

Company social events

Company laptop and home office budget

Modern & well-equipped office

Job summary

Financial Lifestyle Management Ltd. is looking for a dedicated Core Support team member based in London. This hybrid position is ideal for a motivated individual with a strong background in financial services and client administration.

The successful candidate will support Financial Advisers through various responsibilities, including client onboarding, managing documentation, and liaising with clients and advisers. Benefits include private medical insurance and company social events.

Qualifications

• Experience in client servicing and administrative tasks.
• Ability to adapt to changing high net-worth client needs.
• Education in a relevant field is preferred.

Responsibilities

• Act as the first point of contact for client admin and onboarding.
• Manage new business submissions and documentation.
• Prepare Suitability Letters for new investments.

Skills

Experience within financial services

Attention to detail

Analytical approach

Professional demeanor

Experience with Microsoft Office

Job description

Financial Lifestyle Management Ltd. is looking for a dedicated Core Support team member based in London. This hybrid position is ideal for a motivated individual with a strong background in financial services and client administration.

The successful candidate will support Financial Advisers through various responsibilities, including client onboarding, managing documentation, and liaising with clients and advisers. Benefits include private medical insurance and company social events.