Career Build a rewarding specialist career at the heart of a dedicated high-net-worth client team. You’ll take real ownership of a portfolio spanning around 80 client relationships, developing meaningful, long-term relationships, gaining a genuine understanding of each client's circumstances. Working closely with, and becoming a trusted partner to, a Chartered Financial Planner and Financial Planning Director on complex, intellectually stimulating solutions this is your opportunity to deepen your expertise, make a visible impact and become an exceptional financial planner support specialist.
About the role Some roles are about processing tasks. This role is about owning outcomes. You will provide dedicated support to a Chartered Financial Planning Director, ensuring the delivery of an exceptional client experience across a portfolio of high-net-worth clients. You'll take responsibility for progressing client work through to completion, coordinating multiple stakeholders and ensuring outstanding service delivery.
This is a role for someone who enjoys making things happen, coordinating activities across internal teams, product providers and professional advisers to ensure client instructions and servicing requirements are completed efficiently and accurately. Success in the role will come from taking ownership, building strong relationships, managing priorities effectively and maintaining the highest standards of service and attention to detail.
Accountabilities Act as a key point of contact for clients, providing professional and responsive support. Manage client cases from instruction through to completion, ensuring timely and accurate delivery. Coordinate activity with internal teams, providers and professional advisers. Support the implementation and ongoing servicing of financial planning solutions. Prepare documentation, obtain valuations and process client instructions.
Maintain accurate client records and ensure compliance with regulatory requirements. Manage review schedules, meeting preparation and follow-up actions. Identify opportunities to improve processes and enhance the client experience. Skills and Experience Experience in financial planning administration, client support or wealth management. Strong understanding of UK wealth and financial planning products and regulatory requirements.
Ability to manage multiple client cases and priorities effectively. Excellent communication and relationship-building skills. High levels of accuracy, organisation and attention to detail. Proactive approach with the ability to work independently and take ownership. Knowledge of pensions, investments, ISAs, trusts and wider wealth management solutions. Experience supporting high-net-worth clients, use of Xplan (or similar CRM systems), and relevant financial services qualifications would be advantageous.
Benefits Competitive Pension Scheme - we contribute 6%, you 3% 26 days holiday plus bank holidays Private Medical Insurance Life Assurance (4x) Group Income Protection Work From Anywhere policy Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
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