Wealth Management Client Services Specialist

Benchmark Capital Limited; Huddersfield; On-site; GBP 26,000 - 36,000; Full time

Job summary

Robertson Baxter Wealth Management in Huddersfield is seeking a Client Support Executive to join the Client Services team, supporting Financial Planners and Paraplanners to deliver a first-class service to clients, handling onboarding, administration and ongoing servicing in a fast-paced environment.

This role offers an excellent opportunity to build a long-term career within financial planning, working with experienced professionals, developing technical knowledge and qualifications, and being

Qualifications

• Experience in financial planning or wealth management administration.
• Strong organisational skills with the ability to manage multiple priorities.
• Excellent attention to detail and accuracy.
• Strong written and verbal communication skills.
• Interest in financial planning and wealth management.
• Progress towards Level 4 Diploma in Financial Planning would be advantageous.

Responsibilities

• Support Financial Planners before, during and after client meetings.
• Prepare meeting packs, agendas, review documents and client correspondence.
• Act as a key point of contact for clients on administrative matters.
• Manage client onboarding activities, including welcome packs, portal access and initial checks.
• Keep clients informed with proactive updates on applications, reviews and ongoing work.
• Process new business applications and maintain accurate client records.
• Monitor applications, transfers and provider requests to keep cases progressing.
• Produce client review reports and supporting documentation.
• Process adviser charging instructions and fee administration activities.
• Validate investments and valuations to maintain data accuracy.
• Manage incoming post, provider correspondence and client communications.
• Support telephone enquiries from clients and external providers.
• Prepare and issue Letters of Authority.

Skills

Organisational skills

Attention to detail

Communication skills

Relationship building

Problem solving

Education

Level 4 Diploma in Financial Planning

Tools

Microsoft Office

Job description

Robertson Baxter Wealth Management in Huddersfield is seeking a Client Support Executive to join the Client Services team, supporting Financial Planners and Paraplanners to deliver a first-class service to clients, handling onboarding, administration and ongoing servicing in a fast-paced environment.

This role offers an excellent opportunity to build a long-term career within financial planning, working with experienced professionals, developing technical knowledge and qualifications, and being