We are exclusively partnering with a highly regarded, award-winning financial planning firm in the City of London to recruit a Client Services Administrator.
Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression, making this an excellent opportunity for experienced administrators seeking a long-term career move within wealth management.
Note: Our client is also keen to speak with candidates who may be interested in progressing into a paraplanning role in the future, offering a clear development pathway.
Role Overview
*Supporting Financial Planners & Paraplanners with day-to-day administration
*Acting as a first point of contact for clients
*Processing new business applications across core financial products
*Ensuring all transactions are processed accurately and compliantly
*Preparing documentation for client review meetings
*Obtaining client portfolio valuations
*Full job specification available on request
Key Requirements
*Minimum 18 months’ experience(essential)
*Experience working with HNW clients(desirable)
*Working towards the CII Level 4 Diploma(desirable)
The Package
*Starting salary: up to c£40,000 + 10% bonus
*Hybrid / flexible working
*Core Working hours: 9am – 5pm
*Company pension: 5% employer contribution
*25 days holiday + additional days over Christmas shutdown
*Full study support towards professional qualifications
*Private Medical Insurance
*Life Cover:4x salary
*Regular company social events
To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn.