Client Servicing Administrator

Client Servicing Administrator Location: London Working style: Hybrid, three days in office Salary: Competitive The Company: FLM are a fast-paced wealth management company based in the City of London and look after over one thousand clients. Our company was born out of clients desire to pursue their career, take time for themselves and their families without having to worry about financial arrangements. We always put the client first and this is the basis of our success. Role Overview: Client Servicing Administrator This is a brilliant opportunity for a highly driven and motivated individual to support busy Financial Advisers and help provide a first-class service to their clients. It is an ideal position for someone who has an interest in finance and has a proven track record of going above and beyond in a supporting role. Within this role, you will underpin multiple Financial Advisers and be responsible for client servicing, client admin, and compliance/regulatory requirements. Key Responsibilities Client Servicing: Client Servicing Administrator Act as the first point of contact for client admin and onboarding tasks Performing AML checks Scan paper Client Financial Reviews (CFR) to client files and input data onto the digital database. Managing new business submissions submit applications and manage cases to completion. Chase clients for funds, applications, and any required documentation to enable business to be submitted. Preparing and writing Suitability Letters for ..... full job details .....