Wealth Management Client Support Specialist

Flair for Recruitment; England; On-site; GBP 24,000 - 32,000; Full time

Job summary

Flair for Recruitment is looking to fill a Client Support Administrator role for a growing wealth management firm. The successful candidate will join a collaborative team, providing day-to-day administrative and technical support to Financial Advisers to ensure client information is accurate and ready for reviews.

You will prepare client information for adviser meetings, obtain documentation from providers, update records, and produce packs and client correspondence.

Qualifications

• Relevant experience within financial services environment or a similar role.
• Strong written and verbal communication skills.
• Excellent attention to detail and a methodical approach to work.
• Strong organisational and time-management skills.
• Confidence using IT systems and Microsoft Office.
• A customer-focused attitude and commitment to delivering excellent service.
• Maths and English GCSE (Grade 5 or above) or equivalent.
• Works well with others and contributes positively to the team.

Responsibilities

• Prepare client information and documentation ahead of adviser meetings and reviews
• Obtain information and documentation from pension, investment and other financial product providers
• Update client records with contributions, withdrawals, transfers and other relevant transactions
• Produce meeting and review packs, including fund research, key information documents and client reports
• Prepare cases for submission to internal processing teams
• Support new business processing and the submission of applications
• Produce client correspondence and other documentation as required
• Maintain an up-to-date understanding of relevant financial products, processes and regulatory requirements

Job description

Flair for Recruitment is looking to fill a Client Support Administrator role for a growing wealth management firm. The successful candidate will join a collaborative team, providing day-to-day administrative and technical support to Financial Advisers to ensure client information is accurate and ready for reviews.

You will prepare client information for adviser meetings, obtain documentation from providers, update records, and produce packs and client correspondence.