Are you an experienced financial services professional, looking for a new role in a dynamic and supportive environment, offering genuine long term career opportunities and more client interaction?
Due to continued success in providing advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to support the adviser team with informing and advising clients on financial strategies, plans and products
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Duties for this role will include:
- Prepare client reviews, investment performance reviews and production of supporting reports, discussion documents;
- Provide high level technical and administrative support to the Practice;
- Deal effectively with queries from clients and other parties through effective communication;
- Be the point of escalation for complex client queries, liaising with the respective financial adviser as appropriate;
You will have:
- Organised with the ability to multi-task.
- Good all-round knowledge of Financial Products and Services
- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.