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Financial Services Assistant

Contabilidad y Finanzas

hace 41 minutos108 vistas

Company Overview
We are a well-established, client-focused wealth management firm based in the heart of London. We provide tailored financial advice and investment solutions to high-net-worth individuals, families, and trusts. We pride ourselves on our integrity, professionalism, and client service.
Role Overview
As a Financial Services Assistant, you will support advisers and operational staff in the delivery of a first-class service to clients. This role is integral to the smooth running of the business and provides an excellent opportunity to build a career within financial services and wealth management.
Key Responsibilities
Provide administrative support to financial advisers and paraplanners.
Maintain and update client records using CRM systems.
Liaise with clients, product providers, and third parties in a professional and efficient manner.
Prepare client meeting packs, valuations, and documentation.
Assist with the processing of new business applications, including pensions, ISAs, GIAs, and insurance products.
Monitor and follow up on ongoing cases to ensure timely completion.
Help ensure compliance with FCA regulations and internal procedures.
Support the onboarding of new clients, including AML and KYC checks.
Assist in the production of reports, letters, and other client communications.

Requirements
Essential
Strong organisational skills and attention to detail
Excellent communication and interpersonal skills
Previous experience in financial services or administrative roles
Proficiency in Microsoft Office (Word, Excel, Outlook)
Ability to manage multiple tasks and meet deadlines
High level of discretion and confidentiality
Desirable
Knowledge of wealth management products and services
Experience with CRM or back-office systems (e.g., Intelligent Office, Salesforce)
Studying towards or interested in studying for financial planning qualifications (e.g., CII, CISI)

What We Offer
Competitive salary and performance-related bonus
Pension scheme and holiday allowance
Study support for industry qualifications
A friendly, supportive working environment in a prestigious London location
Career development opportunities in a growing firm
  • Experiencia
    No se requiere
  • Idiomas
    Inglés – Avanzado
  • Jornada
    Completa
  • Horario
    Monday - Friday 9.00 - 17.00
  • Salario
    25.000 £ – 27.000 £ anual
  • Inicio
    Incorporación inmediata

pin icon27 Hill Street, W1J 5LP, London

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Asesor/a Financiero/aLondon

Financial Services • 1-10 empleados

En JOB TODAY desde julio, 2025

we are committed to helping you navigate the complexities of financial planning with confidence and clarity. As independent financial advisers, we offer impartial advice tailored to your unique goals and circumstances. Our experienced team

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