Client Servicing Administrator

Title: Client Servicing Administrator

Location: London

Working style: Hybrid, three days in office

Salary: Competitive

The Company:

FLM are a fast-paced wealth management company based in the City of London and look after over one thousand clients. Our company was born out of clients’ desire to pursue their career, take time for themselves and their families without having to worry about financial arrangements. We always put the client first and this is the basis of our success.

Role Overview: Client Servicing Administrator

This is a brilliant opportunity for a highly driven and motivated individual to support busy Financial Advisers and help provide a first-class service to their clients. It is an ideal position for someone who has an interest in finance and has a proven track record of going above and beyond in a supporting role.

Within this role, you will underpin multiple Financial Advisers and be responsible for client servicing, client admin, and compliance/regulatory requirements.

Key Responsibilities

Client Servicing: Client Servicing Administrator

• Act as the first point of contact for client admin and onboarding tasks
• Performing AML checks
• Scan paper Client Financial Reviews (CFR) to client files and input data onto the digital database.
• Managing new business submissions – submit applications and manage cases to completion.
• Chase clients for funds, applications, and any required documentation to enable business to be submitted.
• Preparing and writing Suitability Letters for new investments.
• Managing pipeline for business submitted not yet issued
• Managing e-greeting cards/Birthday cards, and post
• Liaise with advisers/admin centres/third party providers on any business submission or admin queries
• Action surrenders/encashments/premium amendments
• Maintain accurate and up to date client
• Support client events, marketing, and workload distribution.
• Help to run a paperless office e.g. scanning documents and loading client information onto the digital
• Supporting the team with ad-hoc projects and administrative tasks

Requirements: Client Servicing Administrator

• Experience within financial services
• Attention to detail with absolute
• Analytical and logical
• Professional, friendly and approachable manner to clients and colleagues.
• Enjoys and has experience in administrative tasks.
• Understand the frequently changing needs and demands of high net-worth
• Broad experience of Microsoft Office (Word, PowerPoint, Excel).
• Experience in areas such as administration, team administrator, administrative assistant, client care, client servicing and some industry experience.

St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £216.94bn. This business is well established and highly successful. 

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.