Client & Operations Specialist

Our Client:

Our client is a growing niche international Financial Planning business specialising in Expat International Planning, Wealth & Investments and Pensions & Estate Planning.

Job Description:

This key new role will support across the business and reduce key-person dependencies across operational areas. They will provide administrative, operation and client support to ensure the efficient delivery of services to clients and the investment team.

The Successful Applicant:

• Experience in financial service, wealth management or financial planning.
• Strong organisational and administrative skills.
• High attention to detail and accuracy.
• Good communication skills and confident speaking with clients.
• Able to manage multiple tasks and priorities.
• Comfortable working with CRM systems and financial platforms.

Key Responsibilities:

Client Administration

• Submit new business applications and maintain accurate client records.
• Upload/manage client documentation within internal systems and platforms.
• Maintain CRM systems ensuring all information is accurate and up to date.
• Assist with preparing documentation for client meetings.

Investment Operations support

• Assist the investment team with operational tasks including - processing fund withdrawals, supporting fund switches & portfolio changes, handling mass transactions when required.
• Ensure investment instructions are processes accurately and efficiently.

Compliance Business Support

• Provide administrative support to compliance activities.
• Assist with maintaining regulatory documentation and records.
• Support the business with operational processes and procedures as required.