Client Service Administration Assistant

1 week ago


London, UK, United Kingdom Satis Wealth Management Full time

Satis Wealth Management are Chartered Financial Advisers, regulated by the Financial Conduct Authority and accredited by the Centre for Fiduciary Excellence. Both our independent status and our commitment to fiduciary excellence are at the core of all our services as we aim to provide a simple and enjoyable experience to our clients which results in a long-lasting relationship.

Adminstartion Assistant

The Client Service Administration Assistant serves as a support role to the Satis Client Service team, focussing on the back office systems used by Satis and focussing on client service. The role is viewed as an entry role into financial services as well as Satis and has the potential to move into a full client service administration within 12 months.

Key Responsibilities:

  • Satis CRM - maintain and update Xplan on an ongoing basis ensuring client details are up to date and required management information can be produced.
  • Virtual Cabinet - file documents for the Client Service team against the appropriate clients and maintain the company filing system.
  • Portal - issue and track documents via the Satis Wealth portal
  • Post - Scan, record, file and distribute the post.
  • Proof Reading - Act as a final check on reports being issued to clients reviewing for spelling and grammatical errors.
  • Direct Cover for Client Service Coordinator - this will include typing of letters, meeting notes, booking meeting rooms, diary management, answering phones and responding to client queries.
  • Quarterly Valuations - assist with the production and distribution of the Quarterly Valuations.
  • Ad hoc work - based on the workload of the client service team and company projects.

Training to be given -

  • Xplan and VC training, both external and internal.
  • Proof reading.
  • Training to be provided in the areas required to assist Client Services Coordinator.
  • Word and Excel training with the aim to reach a high standard in excel.
  • Ongoing general financial services training.

Potential future responsibilites:

  • Attend client meetings to take minutes and follow up action points
  • Produce annual review reports and meeting notes
  • Compile advice files ensuring all required documents are held on file
  • Speak to product providers to conduct research on financial products
  • Undertake the Regulated Diploma in Financial Services

Skills Required

  • Ability to work as part of a team and to be flexible in working practice
  • Strong IT skills including Excel and Word

Employment Details

  • Full time hours of work: 9.00 am - 5.30 pm, Monday to Friday, with 1 hour for lunch each day.
  • Location of work: Role will be office based 5 days per week
  • Remuneration will be dependent on experience circa £24-28k
  • The package will include:
  • Death In Service scheme cover (4 x salary).
  • Auto Enrolment Pension Scheme (Employer: 5%; Employee: 3%) subject to eligibility.
  • Annual Christmas Bonus equivalent to 1 week’s salary.
  • Private Medical Insurance following completion of a 3 month probationary period (this is a taxable benefit).
  • Group Income Protection Scheme (non-contributory) following completion of a 3 month probationary period.
  • Annual Leave will be 23 days per annum, 3 days are normally taken at Christmas/New Year.


  • London,, UK, United Kingdom Crowe UK Full time

    About CroweCrowe is a leading national audit, tax, advisory and risk firm with global reach and local expertise. We are an independent member of Crowe Global, one of the top 10 accounting networks in the world, with access to more than 40,000 people in over 140 countries and across more than 800 offices globally.Our vision is to be recognised as essential to...


  • London,, UK, United Kingdom Superb People Ltd Full time

    Position: Client Services Associate - SeniorReports to: Head of Client ServicesAbout the RoleBased in their London office, the professional would be a part of a 5 person Client Service team supporting the business across multiple geographic jurisdictions. The team encompasses investor relations, client service and sales support duties. The Investor Relations...


  • London,, UK, United Kingdom Triple Point Full time

    Key ResponsibilitiesOnboarding of Clients: Entering applications on to the CRM system, sending correspondence to investors and advisers, and following up on outstanding requirements with internal and external stakeholders.Customer Due Diligence: Carrying out anti money laundering checks and analysing anti money laundering documents. Maintaining the...


  • London,, UK, United Kingdom Azumi Restaurant Group Full time

    We are looking for an experienced Administration Assistant to join our busy Central London restaurant collection, work close in partnership with the administration and operations manager, alongside our head chefs and general managers. As a ROKA Administration Assistant your role will include:Supporting restaurant with daily cash ups and financial...


  • London,, UK, United Kingdom Quilter Financial Planning Full time

    We are thrilled to present this excellent opportunity to become part of one of our premier businesses. Nexus Financial Consulting is seeking a high-calibre financial services administration professional to expand their team. The firm offers comprehensive financial planning services to a diverse clientele, including business owners and high-net-worth...


  • London,, UK, United Kingdom Nistad Limited Part time

    Nistad is a professional services consultancy specializing in the investment management space. Our mission is to help clients develop their business through the use of modern, scalable technology solutions whilst ensuring that they remain compliant.As part of our growth and development we seek a Business Development and Administration Assistant to work...

  • Company Secretary

    2 weeks ago


    London, UK, United Kingdom IQ EQ Administration Services Ltd Full time

    Job Description We are seeking a qualified Company Secretary to lead our corporate secretarial solution in the IQ-EQ UK Corporate team. We provide corporate governance services to a diverse client base which includes listed, regulated and private companies, fund vehicles and special purpose vehicles. The Company Secretary will be involved in providing...


  • London,, UK, United Kingdom Superb People Ltd Full time

    We are recruiting for a newly created role due to expansion for a International investing Bank in the City.This role is working both Office Manager/Reception and the Investment team Executive Assistants.A varied role supporting some highly professionalThis position is initially for 3 months, with a view to permanent.Investment Banking Assistant...


  • London,, UK, United Kingdom SAVVY MEDIA & DIGITAL RECRUITMENT Part time

    Job title: Administrative Assistant Location: London (on-site) Part-time: Tuesday to Thursday Salary: Up to £22K (DOE)Are you passionate about working with a cutting-edge AI/Tech startup that values sustainability and environmental impact? Our client, a leader in the industry, is seeking a part-time Administrative Assistant to join their vibrant London...


  • London, UK, United Kingdom Jigsaw Financial Full time

    Role overview: Develop and manage relationships with independent financial advisers, through market leading service and support. Process client and adviser firms' instructions efficiently, getting them right first time. Focus on personal development and initiatives that continually improve the service to advisers. Job Responsibilities Portfolio...


  • London,, UK, United Kingdom Language Matters Recruitment Consultants Ltd Full time

    Job Reference: MD 24855Job Title: Swedish speaking Client Service Coordinator (Finance)Job Type: PermanentLocation: LondonSalary: £35,000 per annum + bonusA Swedish speaker is urgently needed for a financial services company to support their growing multilingual Sales Team. You will be based in a stunning office in Canary Wharf, London providing your...


  • London,, UK, United Kingdom Language Matters Recruitment Consultants Ltd Full time

    Job Reference: MD 24856Job Title: Norwegian speaking Client Service Coordinator (Finance)Job Type: PermanentLocation: London, EnglandSalary: £35,000 per annum + bonusA Norwegian speaker is urgently needed for a financial services company to support their growing multilingual Sales Team. You will be based in a stunning office in Canary Wharf, London...


  • London, UK, UK, United Kingdom Kafea Terra UK Full time

    Role OverviewKafea Terra UK is seeking a dynamic and personable individual with a can-do attitude to join our team as a Customer Service and Sales Administrator. You will provide daily support to our customers and play a key role in our sales operations. This position requires excellent communication and relationship skills as you will be the voice of our...


  • London,, UK, United Kingdom Fame Recruitment Full time

    A fabulous new role has come in for an Administrative Assistant with 1-2 years administration experience to join a small, boutique commercial property company based in North West London.A newly created role, you will be working closely with the wider team assisting with administration support. The team is small, friendly and very supportive – there will be...


  • London, UK, United Kingdom Alexander Mann Solutions Full time

    Our investment banking client has been present in the UK for more than 150 years, they're a long-term partner to British business. Today, the Group is formed of 10 divisions and employs 9,300 staff based in 21 core locations right across the country. Their role is simply stated: help clients achieve their goals by combining local know-how and global...


  • London, UK, United Kingdom Jupiter Asset Management Ltd Full time

    The Value of Active Minds About Jupiter Jupiter is one of the UK's leading investment management companies with over 500 employees and £52.6 billion worth of assets under management (as at 29th March 2024). Jupiter provides investment services to individual and institutional investors through mutual funds (UK unit trusts, Luxembourg SICAVs and...


  • London,, UK, United Kingdom twenty84 Full time

    We are currently looking for Client Services Associates for an innovative and fast-growing UK bank with over 1 billion in savings under management, to engage with retail clients and help them understand the bank's offerings. In this role you will be part of a diverse and passionate team to deliver exceptional service to customers.You'll also assist...


  • London,, UK, United Kingdom Kite Consulting Group Full time

    Global Client Assistant – London – Financial ServicesGlobal Client Assistant is required to join a financial services business on a perm basis, working in London (hybrid - 2 days in office), offering a base salary of £55,000.The role will support their engagement team helping to support day to day activities of the sales teams and ensuring the up most...

  • Graduate Role

    3 weeks ago


    London,, UK, United Kingdom Venture Search Full time

    UK Graduate OpportunityWe have partnered with an exciting Investment Manager focusing on growing UK SMEs, who want to expand their team by adding a Client Relations Assistant. This hire will be part of the Team's continued growth and will be instrumental to future expansion plans.Responsibilities:. Respond to investor queries efficiently via in-person...


  • London, UK, UK, United Kingdom RFA Full time

    5 days a week onsite in central LondonThe Onsite Client Service Engineer provides technical assistance to computer system users. Responsibilities include answering questions or resolving computer problems for Clients in person, via telephone, or from remote location as well as providing assistance concerning the use of computer hardware and software, printer...