Wealth Planning Client Relationship Management Assistant

ZipRecruiter; London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A prominent multi-family office in London is seeking a Client Relationship Management Assistant to support a Director and an Adviser. This role emphasizes high-level service delivery, client onboarding, maintaining CRM systems, and fostering strong client relationships. The ideal candidate will have a solid background in financial services and a proactive approach to client communication.

Qualifications

• At least 5 years client relationship experience in financial services.
• Good product knowledge of investments and financial planning products preferred.
• Ability to understand complex situations and find solutions.

Responsibilities

• Arranging meetings, taking notes, and following up on actions.
• Liaising with third parties and co-ordinating client delivery.
• Maintaining and updating CRM systems and databases.

Skills

Client Relationship Management

Communication

CRM Systems

Education

Degree or equivalent level

Job description

Job Description

Stonehage Fleming is a leading multi-family office, within which we operate a Wealth Planning business providing integrated financial planning and investment advice to UK wealthy and aspiring individuals with average assets in excess of £3m.

We are looking to hire a Client Relationship Management Assistant to support a Director and an Adviser, proactively managing day-to-day client relationships for a portfolio of clients, ensuring a very high level of service in the delivery of our advice.

Responsibilities are extensive and will include such tasks as:

• Arranging and attending meetings, taking meeting notes and owning and following up on actions as appropriate.
• Liaising with third parties and other Stonehage Fleming teams to co-ordinate client delivery.
• Maintaining and updating information on CRM systems and client databases.
• Building relationships with clients.
• Onboarding new clients
• Preparing trading instructions.
• Reviewing client fees, reports and Portal updates to ensure accurate reporting.
• Preparation of annual and periodic reviews.

Experience required:

• At least 5 years client relationship experience in a financial services firm, ideally within a private wealth planning/management setting
• Likely to be educated to degree or equivalent level.
• Either good product knowledge of investments and financial planning products or a desire to gain further experience in this industry. In time, the successful applicant may be expected to sit financial planning exams to further their knowledge and progression.
• Evidence of an ability to understand relatively complex situations and work to find solutions.
• Relevant experience to be able to talk confidently and build relationships with colleagues at all levels and with higher net worth clients.

Please note: we are unable to sponsor a work visa for this role either now or in the future.