Our Client:
Based in Bristol, this prestigious Financial Services firm are globally regulated experts offering cross-border financial planning to an international client base. The award-winning business provides ethical, bespoke financial advice and portfolio management to clients in the UK and overseas, via an exceptional team of Chartered Financial Planners and Independent Financial Advisers.
Job Description:
This high profile role will have immediate impact across the entire business as it reduces key-person dependencies and provides valued support across administrative, operational and client areas, ensuring the efficient delivery of services to clients and the investment team.
The Successful Applicant:
- Experience in financial services, wealth management or financial planning.
- Comfortable working with CRM systems and financial platforms.
- Strong organisational and administrative skills.
- High attention to detail and accuracy.
- Good communication skills – confident interacting with clients.
- Able to manage multiple tasks and priorities.
Key Responsibilities:
Client Administration
- Submit new business applications and maintain accurate client records.
- Upload/manage client documentation within internal systems and platforms.
- Maintain CRM systems ensuring all information is accurate and up to date.
- Assist with preparing documentation for client meetings.
Investment Operations support
- Assist the investment team with operational tasks to include: processing fund withdrawals, supporting fund switches/portfolio changes and handling bulk or mass transactions when required.
- Ensure investment instructions are processes accurately and efficiently.
Compliance Business Support
- Provide administrative support to compliance activities.
- Assist with maintaining regulatory documentation and records.
- Support the business with operational processes and procedures as required.
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