Financial planner Work, Jobs in Iver, Bkm (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
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Senior Financial Planner
WTW —Reigate
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Trainee Wealth Planner
Hoxton Wealth —London
- Tax experience
Quick apply
3d
IFA Administrator
Recruit Wealth —Weybridge
- £32,000 - £35,000 a year
- Microsoft Office
- Organisational skills
- Communication skills
1d
Senior IFA Administrator Junior Paraplanner Progression - St Albans - Up to £40,000 plus...
Financial Divisions —St Albans
- £35,000 - £40,000 a year
- Organisational skills
- Communication skills
1d
Wealth Planner - Wealth Management
Barclays —London
Financial Planning Client Administrator
Evelyn Partners —London
- Full-time
- Organisational skills
- IT
- In-person
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
Financial Planning Administrator - 12-month FTC
Attivo Group —Reading
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
2d
Financial Planning Associate
Atomos —London
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
8d
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
10d
IFA Administrator
Moore Kingston Smith —London
- £30,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Wealth Adviser
Howden Group Holdings —London
- Full-time
- Hybrid work
- Supervising experience
- Mentoring
- Communication skills
7d
Paraplanner FTC 12 month Maternity Cover
Schroders —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Financial Planning Supervisor
Barclays —London
- Maintenance
- Supervising experience
- Contracts
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
9d
Client Administrator
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Organisational skills
- IT
- Communication skills
Quick apply
1d

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Client Servicing Assistant

Financial Lifestyle Management -
London

Quick apply

Job details

Full-time
£45,000 a year

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 iver, bkm

Client Servicing Assistant

Financial Planner - Surrey

Senior Financial Planner

Trainee Wealth Planner

IFA Administrator

Senior IFA Administrator Junior Paraplanner Progression - St Albans - Up to £40,000 plus...

Wealth Planner - Wealth Management

Financial Planning Client Administrator

Financial Administration Assistant

Financial Planning Administrator - 12-month FTC

Financial Planning Associate

Financial Planning Associate - London

Senior Wealth Planner - Wealth Management

Wealth Planner

IFA Administrator

Wealth Adviser

Paraplanner FTC 12 month Maternity Cover

Senior Financial Planning Supervisor

Paraplanner (Stokenchurch)

Client Administrator

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