Wealth Planning Client Services Lead

Confidential; Horsham; On-site; GBP 30,000 - 38,000; Full time

Benefits offered by this job

Bonuses

Benefits

Job summary

Confidential, based in Horsham, requires a Financial Administrator to manage end-to-end administration for existing and new clients within a wealth planning practice. You will prepare meeting packs, onboard clients, and support advisers to ensure smooth operations across the business.

The role involves handling back-office tasks, liaising with providers, and assisting in annual reviews. A busy environment with opportunities for growth and bonuses is described.

Qualifications

• Experience in end-to-end financial administration within wealth planning.
• Ability to onboard new clients and prepare meeting packs.
• Proficient in coordinating back-office processes for advisers.

Responsibilities

• Create meeting packs for clients and advisers.
• Onboard new clients and manage documentation.
• Prepare for annual reviews and client reviews.
• Maintain and optimise back-office systems.
• Serve as point of contact for clients and providers, supporting advisers.

Skills

End-to-end admin

Client onboarding

Meeting packs

Back office systems

Job description

Confidential, based in Horsham, requires a Financial Administrator to manage end-to-end administration for existing and new clients within a wealth planning practice. You will prepare meeting packs, onboard clients, and support advisers to ensure smooth operations across the business.

The role involves handling back-office tasks, liaising with providers, and assisting in annual reviews. A busy environment with opportunities for growth and bonuses is described.