Focused Advice Support Assistant

Focused Advice Support Assistant – Wealth Planning

London (hybrid) | Permanent | Leading UK Wealth Manager

Are you an organised, detail-focused administrator looking to build a career in wealth management?

Cameron Kennedy is working with a leading UK wealth management firm to recruit Focused Advice Support Assistant for its Wealth Planning team in London. You’ll be the main administrative support for the firm’s Focused Advice service, working closely with Investment Managers, the Client Services team and product providers so clients get a first-class service.

What you’ll be doing

• Research clients’ existing policies for Focused Advice cases and record all data and documents accurately on XPlan
• Process advice recommendations, liaising with product providers and the Client Services team
• Prepare client application forms in line with suitability report recommendations, and chase them through to completion
• Prepare and submit client due diligence (CDD) and new account paperwork, following the firm’s AML procedures
• Prepare letters of authority and handle client correspondence
• Keep Investment Managers regularly updated on the progress of cases
• Keep client records accurate and up to date at all times

What we’re looking for

• Administrative experience in financial planning, wealth management or IFA support
• Good basic knowledge of financial planning products , such as pensions, ISAs and investment bonds
• Experience of XPlan and EV Pro (desirable)
• Excellent accuracy and attention to detail, with strong numerical skills
• Strong planning and prioritisation skills
• Excellent communication and customer service skills
• Proficient in Word, Excel and Outlook
• An understanding of working within a regulated (FCA) compliance framework

What’s on offer

• A great entry route into a well-established wealth manager
• Full training on the Focused Advice service and processes
• Ongoing technical training and development
• Competitive salary and benefits