Client Support Advisor

Do you have knowledge of Financial Planner and Hub Targets with the ability to work collaboratively?

Our client, a wealth management and financial well-being firm, are looking for a Client Support Advisor to join their London team.

Your Responsibilities:

• Maintain strong relationships with Financial Planners and their clients, ensuring consistent service and up-to-date client data
• Collaborate with internal teams (Client and Adviser Support Hubs, Central Operations, Paraplanning, Wealth Services) to ensure efficient and quality administration
• Assist Financial Planners in managing and building client banks, scheduling annual reviews, and preparing for all meetings
• Coordinate Financial Planners' schedules, manage diaries, handle appointment bookings, and ensure post-meeting requirements are promptly actioned
• Ensure all client reviews have corresponding suitability reports sent to clients, chasing and escalating outstanding reviews as needed
• Process new business submissions, handle related queries, and reconcile client fees monthly, ensuring timely payment to Financial Planners

Your Skills:

• Work to deadlines, manage multiple cases, and keep records updated
• Meet service delivery deadlines for timely task completion
• Continuously improve processes and services for Financial Planners
• Collaborate with team members and national hubs, sharing knowledge
• Proficient in MS software (Teams, Word, Excel, and PowerPoint)
• Good knowledge of Financial Planner and Hub targets, contributing to success
• Maintain industry and product knowledge through self-learning

If this sounds like you, please apply today.