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Senior Partner | Specialised Recruitment in Financial Services
Location: Central London
Firm Type: Chartered Independent Wealth Management
Employment Type: Full-time | Hybrid Working Available
Experience Level: Minimum 2 Years’ Financial Services Administration
Join a highly respected, chartered independent wealth management firm renowned for delivering exceptional financial planning and investment advice to high-net-worth and ultra-high-net-worth clients.
We are seeking a confident and proactive Client Services Administrator to support our client’s team of experienced advisers and paraplanners. This is an excellent opportunity to join a values-driven, professional environment where your contribution will be recognised, and your career can flourish.
What You’ll Be Doing:
- Providing daily administrative support to a team of established financial advisers and paraplanners.
- Accurately processing new business applications and maintaining the CRM system (Xplan).
- Implementing advice recommendations in a compliant and timely manner.
- Liaising professionally with clients and product providers to ensure smooth, effective communication.
- Assisting in drafting basic reports and supporting ongoing review and planning processes.
- Keeping up to date with FCA regulatory changes and contributing to best practice.
- Supporting the development and improvement of internal processes and systems.
- Handling general office duties, including managing incoming communications and client queries.
- Participating in internal projects to enhance service delivery and efficiency.
What We’re Looking For:
- Minimum of 2 years’ experience in a financial planning or wealth management administration role.
- Comfortable working with high and ultra-high net worth clients and their expectations.
- Solid understanding of FCA regulations and compliance requirements.
- Excellent communication, interpersonal, and organisational skills.
- Proven ability to work independently while contributing to a collaborative team.
- Experience using Xplan is highly desirable.
- A professional, detail-oriented individual with a proactive, can-do attitude.
What You’ll Get in Return:
- A chance to work within a highly reputable, chartered financial planning firm.
- Exposure to complex and interesting client cases across pensions, investments, and estate planning.
- Opportunities for career development and professional growth, including study support if desired.
- A supportive, down-to-earth team culture in a modern and progressive office environment.
- Competitive salary package and benefits.
If you’re looking to take the next step in your financial services career and thrive in a highly professional and rewarding environment – we’d love to hear from you.
Apply now to join a team where your skills and ambition will be truly valued.
Seniority level
Seniority level
Associate
Employment type
Employment type
Full-time
Job function
Job function
Administrative
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