Salary: £35,000 per annum
Location: Knightsbridge
Permanent | Hybrid (Knightsbridge + Home)
Purpose:
To provide a high‑level technical and administrative support to Advisers, ensuring client files, compliance tasks and technical queries are handled accurately and efficiently. Act as a key contact for clients and external partners to ensure a seamless, timely and compliant service.
Key Responsibilities
Technical & Adviser Support
* Provide advanced administrative and technical support on complex client cases.
* Liaise with Tax, Technical, Protection and Pension helplines to resolve queries.
* Prepare adviser meeting packs including compliance documentation, CFRs, presentations and research.
* Maintain accurate, up‑to‑date client files and identification records.
Client Queries & Servicing
* Manage ad‑hoc client requests including withdrawals, valuations, surrenders and wealth account updates.
* Handle Letters of Authority: creation, chasing providers, logging on Salesforce, and reviewing ceding scheme information.
* Support clients with a professional, proactive and relationship‑focused approach.
Compliance & Regulatory Administration
* Complete AML, ID&V and documentation checks.
* Ensure offshore residences, trusts and vulnerable client records are up to date.
* Stay current with regulatory changes, Business Assurance requirements and template updates.
Salesforce & Workflow Management
* Ensure all client data, CFRs and advice record information meet Business Assurance standards.
* Follow workflow processes and contribute to improvements where needed.
* Manage end‑to‑end advice processes, updating advice records across business submissions and annual reviews.
Technical Preparation & Submissions
* Prepare illustrations and submit applications.
* Complete Advice Sets accurately and within submission timeframes.
* Carry out calculations, analytics, external plan summaries, carry forward reports, Voyant prep and DocuSign tasks.
Project Support
* Assist with strategic initiatives and operational projects as required.
Person Specification
Experience & Knowledge
* Strong administrative experience, ideally in financial services.
* Understanding of financial services regulation and processes.
* Confident working with CRM systems, especially Salesforce.
Skills & Behaviours
* Excellent communication and relationship‑building skills.
* Strong client focus with professional telephone manner.
* High level of organisation, accuracy and attention to detail.
* Ability to manage multiple priorities and remain calm under pressure.
* Proactive, positive and adaptable with a problem‑solving mindset.
* Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
Salary description
£35000.00 - £35000.00 per year