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About the Role

Provide comprehensive administrative support to Investment Managers to ensure client satisfaction while maintaining regulatory compliance. Act as a mentor and technical point of contact for the team.

Responsibilities

• Collaborate with Investment Managers to deliver excellent client outcomes
• Build and maintain professional relationships with clients
• Maintain back-office systems and client records according to company policy
• Request policy information from third-party providers
• Liaise with operational teams regarding scripts, transfers, corporate actions, and data changes
• Assist in preparing new business pitches and presentations
• Manage cash transfers, foreign exchange transactions, and account balance monitoring
• Process business and manage pipelines, including account setup and AML documentation
• Identify, report, and mitigate operational risks and errors
• Promote the use of client portals and digital tools
• Share best practices and collaborate with colleagues
• Train and coach new and existing administrators
• Provide daily guidance and technical support to team members

Requirements

• Proven experience in the Wealth Management industry
• Strong client service ethic
• Ability to work under pressure and prioritize tasks
• Strong communication, influencing, and organizational skills
• Ability to use judgment and reasoning to solve problems
• Ability to coach and mentor team members
• Interest in pursuing additional professional qualifications

Skills

• XPlan
• Client relationship management
• Regulatory compliance
• Pipeline management
• AML documentation
• Risk identification
• Coaching and mentoring

Location

• London

Work Type

• Hybrid

Education Level

• Excellent standard of education
• Degree preferred but not essential

Salary/Compensations

• Competitive salary

Benefits

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

About the Company

• UK leader in wealth management
• Provides personalized investment management and financial planning advice
• Committed to placing the power of good advice into more hands

Equal Opportunity

• Committed to a diverse workforce representative of society and clients
• Maintains active employee resource groups and diversity, equity, and inclusion initiatives
• Provides a safe, supportive, and inclusive environment
• Offers reasonable adjustments for the application process