FINANCIAL LIFESTYLE MANAGEMENT LIMITED
Client Servicing Assistant
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Client Servicing Assistant
Salary: £35,000 per annum
Location: London (Hybrid)
The Company
We are a fast-paced wealth management company based in the City of London, looking after more than three thousand high net worth clients. Our company was founded out of our clients’ desires to pursue their career, taking time for themselves and their families, without having to worry about financial arrangements. We pride ourselves on prioritising our clients’ needs and this has been the basis of our success.
The Role
This is a brilliant opportunity for a highly driven and motivated individual to support busy Financial Advisers and help provide a first class service to their clients. It is an ideal position for someone who has an interest in finance and has a proven track record of going above and beyond in a supporting role. Within this role, you will underpin multiple Financial Advisers and be responsible for client servicing, client admin, and compliance/regulatory requirements.
Key Responsibilities
- Being responsible for liaising with third party providers to gather information for both Planners so that they can provide holistic financial planning solutions to their clients.
- Key relationship manager with main stakeholders including admin centres.
- Building strong relationships with all clients and key stakeholders by being the first point of contact for all aspects of client administration and dealing with technical admin queries.
- Managing client records for the Financial Advisers via the CRM software, Salesforce, ensuring that the necessary information is captured and kept up to date on a daily basis.
- Supporting workloads within the team to ensure Service Level Agreements are maintained.
- Diary management.
- Working closely with other internal support departments to ensure submissions and new client money is invested in a timely manner.
- Managing EIS and VCT exits for clients.
- Managing client bereavements and probate process.
- Processing client withdrawals and redemptions.
- Processing client portfolio changes and rebalancing.
- Processing ongoing advice documentation for client financial reviews.
- Processing client capital gain disposals.
- Client onboarding administration.
- Reporting to the Planners on a daily basis.
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Must Have the Following Qualities
- Ideally, have experience of working in Finance or Financial Services.
- Confident professional with excellent communication skills, energy and the ability to motivate others.
- Ensure clear communication with both Financial Planners and the team.
- Common sense, influencing skills and enjoy problem solving.
- Reliable.
- Calm under pressure, thrive in a fast-paced environment and are solution focused.
- Attention to detail.
- Have a good understanding of how you can add value to this business.
- Enjoy working as part of a team.
- Ability to think laterally, challenge current process, and find ways to improve the service.
- Broad experience of Microsoft Office (Word, PowerPoint, Excel).
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