Client Services Support (Wealth Management)

Job Description

Role overviewWe are recruiting for a full time Client Services Support to support one Financial Adviser / Partner within a very successful Principal Partner Practice of St. Jamess Place Wealth Management, based in Moorgate, London.The role will be an integral part of the team, supporting the Partner (Financial Advisers) at an operational level with a mix of PA support work, client servicing, business processing and general administration.It would be particularly suited to an individual seeking a long-term senior client servicing / administrative career. The successful candidate will ideally have previous experience of working either in a support role for financial adviser,or within financial services or pension environment in general or within a legal environment within an administrative capacity, however, this is not essential.The role is full time and based in the Moorgate office 3 days a week, with the option of one / two days working from home. During the initial period the candidate would be required to work in the office full time whilst training.Role contentPA / Administration / Team communication

• Managing the Senior Partners diary and book in client meetings
• Providing general PA support
• General Administration supporting a small team
• Management of client ID procedure for investments, protection and pensions
• Liaising with 3rd party providers to obtain relevant client information
• Issuing investment letters of authority to providers, and chasing up where required
• Managing workflow of current client cases
• Ensuring all work is compliant within the practice
• Managing the CPD / training requirements for the Partners

Client Servicing

• Meeting Pack preparation in advance of client meetings
• Acting as a point of contact for all client queries as required
• Dealing with incoming emails
• Keeping all client details up to date from each meeting internally
• Checking and issuing policy documentation
• Ensuring the client records are up to date and compliant in accordance with the latest guidelines
• Issuing wealth accounts or valuations to clients
• Issuing signed documentation to Clients

Business Processing

• Uploading client declarations onto iBusiness
• Processing switches and surrenders and associated administration
• Electronic Business Submission processing and setting up of Advice sets, uploading documents.
• Ensuring Client records are fully compliant prior to submission

Person specification

• Preferably previous experience of working in a similar Administrative role, with knowledge of financial services
• Seeking a long term career in wealth management administration, working themselves up to Practice Manager level
• Willingness to take on responsibility and self-motivated.
• High level of computer literacy i.e. Word, Outlook, Excel
• Naturally technical and numerate, and able to pick up new technical programmes and processes with ease
• Able to use own initiative, and work in a fast-paced environment
• Ability to effectively prioritise, with excellent organisational skills
• Enjoys working in an Administrative capacity in an Administrative / Practice Manager role.
• Experience of dealing with High Net Worth clients
• Good team player
• High level of accuracy and attention to detail
• Trustworthy and loyal, seeking longevity in role
• Excellent telephone manner and well presented
• Enthusiastic and willing to learn

Additional Information

• Salary: £24-34K per annum pro-rata, dependant on skills and experience.
• Location: Moorgate, London (EC2V) minimum 3 days a week (although this will be required full time during the initial training period)
• Hours of work: 37.5 hours per week, 7.5 hours per day flexible between 8am - 6.00pm (recognition that extra hours may be required during peak times such as tax year end).
• Paid Holiday: 25 days per annum, plus bank holidays.
• Training: Full training shall be provided

For further details, or to apply for this excellent opportunity, please apply online.