Wealth Management Client Services Specialist

Financial-Lifestyle-Management-1; Greater London; On-site; GBP 28,000 - 32,000; Full time

Job summary

Livevacancies seeks a proactive administrator to support busy Financial Advisers in our City of London offices. You will manage client servicing, admin tasks and regulatory requirements, acting as the essential link between advisers, clients, and external providers.

The role focuses on maintaining client records, processing onboarding, and coordinating with internal teams to ensure timely investments and compliant service.

Qualifications

• Experience in Finance or Financial Services.
• Excellent communication skills and ability to motivate others.
• Clear communication with Financial Planners and team.
• Strong problem solving and influencing skills.
• Reliable, calm under pressure in a fast-paced environment.
• Understanding of how to add value to the business.
• Team player with cooperative attitude.
• Broad experience of Microsoft Office.

Responsibilities

• Liaise with third party providers to gather information for planners to deliver holistic financial planning.
• Be the main relationship manager with admin centres and stakeholders.
• Build strong client relationships as the first point of contact for client admin and queries.
• Manage client records in Salesforce CRM daily to keep information updated.
• Support team workloads to maintain Service Level Agreements.
• Diary management and cross-department collaboration.
• Process onboarding, client money submissions, and new client activity.
• Assist with EIS/VCT exits, bereavements, probate, withdrawals, and portfolio changes.
• Prepare ongoing advice documentation for client reviews.

Skills

Finance/financial services experience

Communication skills

Team working

Problem solving

Calm under pressure

Attention to detail

Microsoft Office

Salesforce

Tools

Salesforce

Job description

Livevacancies seeks a proactive administrator to support busy Financial Advisers in our City of London offices. You will manage client servicing, admin tasks and regulatory requirements, acting as the essential link between advisers, clients, and external providers.

The role focuses on maintaining client records, processing onboarding, and coordinating with internal teams to ensure timely investments and compliant service.