About Lombard Private Clients

We are on a mission to help private client families build a secure financial future. We're passionate about helping families and entrepreneurs get absolute clarity on their finances and create a Financial Life Plan.

Our values that we constantly strive for are:

• Clarity
• Simplicity
• Impact

Job Outline

We are looking for a focused individual to join our growing team. Working in the administration team assisting with the daily operations of a wealth management office to ensure high standards of client service, regulatory compliance, operational efficiency, and team performance.

This role supports the financial advisors on non-advisory business functions enabling the advisors to focus on client relationships and financial planning.

This is an opportunity to grow in a supportive and nurturing environment, build further qualifications, and be rewarded for demonstrating hard work and positive results.

The Role

• Helping to maximise the team’s output and drive the team forward by promoting efficient collaborative working
• Liaise with advisers, providers, and administration centres to progress cases to completion
• Supporting the team to ensure business processes are adhered to in line with Practice and regulatory standards – maximise the PQS and productivity metrics
• You will be communicating with clients and third-party providers and deliver regular updates to the advisers
• Report on & track leads, referrals, pipeline activity, and team productivity in CRM
• Engage our clients, diary management and develop strong relationships with our target audience community
• Contribute to team strategy, shape its direction and promote a fun working environment
• When required complete basic suitability reports, applications and submit advice sets