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Client Services Support

4 months ago

City of London, United Kingdom Your Resourcing Partner Limited Full time

**Role overview**

We are recruiting for a full time Client Services Support to support one Financial Adviser / Partner within a very successful Principal Partner Practice of St. James’s 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.

**Role content**

**PA / Administration / Team communication**
- Managing the Senior Partner’s 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
- 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