Head of Commercial Finance providing strategic financial leadership across complex initiatives. Leading business growth and operational efficiency in Latin America.
About the role
- Client and Adviser Support role supporting Financial Planners with administrative tasks in wealth management. Provides opportunity for career progression within financial planning sector.
Responsibilities
- This position ensures planners can focus on client relationships and strategic advice by managing the administrative tasks that underpin high‑quality financial planning.
- Ensure all client reviews have a corresponding suitability report and are sent to the client.
- Process new business, applications, and provider paperwork accurately and on time.
- Reconcile all client fees monthly and ensure timely payment to Financial Planners by collaborating with Finance and the Financial Planner.
- Maintain our CRM (Client Centre) and ensure data is up to date and compliant.
- Ensure all client files are regularly maintained and updated.
- Assist Financial Planners with the scheduling of annual reviews and preparation for meetings.
- Assist Financial Planners in managing and building their client banks, ensuring all clients are correctly segmented and client data is kept up to date with any changes.
- Maintain strong relationships with both the Financial Planners and their clients.
- Ensuring that all post-meeting requirements are actioned promptly within agreed SLA’s.
Requirements
- Tech savvy, able to work on cloud based systems, has used AI to support finding answers.
- High attention to detail and accuracy.
- Confident written and verbal skills, confident to communicate directly with clients on customer service queries.
- A desire to excel at what you do.
- An interest in financial products (e.g. pensions, ISAs, investments).
- A self learner who wants to read about industry articles and later take up supported study for exams to progress in their career.
- Prior experience in a financial planning, wealth/asset management or similar firm would get you reviewed quickly.
- Experience in financial services or accountancy is desirable.
Benefits
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- Private Medical Insurance
- Life Assurance (4x)
- Group Income Protection
- Work From Anywhere policy
- Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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