Financial planner Work, Jobs in Burnham, Brk (with Salaries)

Client Servicing Assistant
Financial Lifestyle Management —London
- £45,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
13d
Financial Planning Associate
Atomos —London
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
6d
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
IFA Administrator - Exclusive to Taylor James
Taylor James Professional Recruitment —London
- £35,000 - £45,000 a year
Wealth Planner - Wealth Management
Barclays —London
Trainee Wealth Planner
Hoxton Wealth —London
- Tax experience
Quick apply
1d
Office Manager / Senior Paraplanner
mbf. —Bourne End
- £55,000 - £65,000 a year
- Supervising experience
- Organisational skills
- Financial services
Financial Planning Associate - London
Atomos —London
- Hybrid work
- Microsoft Excel
Senior Wealth Planner - Wealth Management
Barclays —London
- Financial services
- Negotiation
Wealth Planner
Barclays —London
- CRM software
- Financial services
- Communication skills
7d
Financial Planning Client Administrator
Evelyn Partners —London
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
Associate Financial Planner
Moore Kingston Smith —London
- £42,000 - £47,500 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Paraplanner
AFH Wealth Management Cookham —Maidenhead
- £26,112.84 - £45,000.00 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
Quick apply
Wealth Adviser
Howden Group Holdings —London
- Full-time
- Hybrid work
- Supervising experience
- Mentoring
- Communication skills
4d
Paraplanner
Menzies LLP —London
- Full-time
- English
Senior Financial Planning Supervisor
Barclays —London
- Maintenance
- Supervising experience
- Contracts
IFA Administrator
Moore Kingston Smith —London
- £30,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Financial Administration Assistant
Bigmore Associates Limited —Walton-on-Thames
- Up to £25,625 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Employee assistance programme
- Life insurance
Quick apply
Paraplanner FTC 12 month Maternity Cover
Schroders —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
6d

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Client Servicing Assistant

Financial Lifestyle Management -
London

Quick apply

Job details

Full-time
£45,000 a year
13 days ago

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Office
Financial services
Communication skills

Full job description

Job Advert

Client Servicing Assistant

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 include:

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.
Managing EIS and VCT exits for clients.
Managing client bereavements and probate process.
Processing client withdrawals and redemptions.
Processing submissions and new client money including liaising with clients regarding bank details and timescales.
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.
This list is not exhaustive.

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 focussed
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).

Quick apply

Refine Your Search

financial planner jobs in burnham, brk

Client Servicing Assistant

Financial Planning Associate

Financial Planner - Surrey

IFA Administrator - Exclusive to Taylor James

Wealth Planner - Wealth Management

Trainee Wealth Planner

Office Manager / Senior Paraplanner

Financial Planning Associate - London

Senior Wealth Planner - Wealth Management

Wealth Planner

Financial Planning Client Administrator

Associate Financial Planner

Paraplanner

Wealth Adviser

Paraplanner

Senior Financial Planning Supervisor

IFA Administrator

Financial Administration Assistant

Paraplanner FTC 12 month Maternity Cover

Paraplanner (Stokenchurch)

I want to receive the latest job alerts for financial planner in burnham, brk

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