Client Support Admin - Financial Services - City, Birmingham, United Kingdom, B1


A highly respected wealth management practice with links to a prestigious private banking group have an opportunity for a Client Support Assistant who will provide administrative support for a senior wealth planner.

This is an excellent opportunity to join a nationally acclaimed outfit and be part of a successful team.

Client Support Assistant - The role

Providing administrative support for a high performing adviser and assist an existing Paraplanner with administration.

Day to day administration and servicing of existing policies

Processing new business

Preparing client correspondence

Adding & scanning client details to the back office system

Liaising with providers & intermediaries

Producing valuations

Obtaining illustrations from providers

Being aware of FCA regulatory framework and compliance procedures

Maintaining accurate back office systems and client records


Client Support Assistant - Candidate requirements

It is essential to have a background in Financial Services gained in a similar support focused role

Knowledge of financial planning/ wealth planning

Applicants preferred with progression towards industry qualifications

It is essential to be well organised and have ability to prioritise workloads

A good attention to detail and accuracy

Effective communication and interpersonal skills are important


Client Support Assistant - Salary and benefits

Salary of £23,000 - 28,000

Monday to Friday 9am-5pm

25 days holiday plus bank holidays


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Posted by Keith Enright at Thomas George Selection
Please visit tgselection.comfor further details on this and other available opportunities.
All applications received will be dealt with in the strictest confidence.
We will be in touch if your application has been successful within 3 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but your information may be retained in connection with future opportunities.