Client Service Associate - Wealth / Financial Planning

We are seeking a proactive and detail-oriented Client Service Associate - Wealth / Financial Planningto support 4 Senior Advisers in the day-to-day administration and management of client portfolios and financial planning operations.

Key responsibilities include assisting with trade execution and settlements, off market / B2B transfers, client communications, client onboarding, preparation and processing of advice and account documentation, SOAs and ROAs, FoFA administration, and liaising with product providers and internal stakeholders.
You will also support portfolio administration, investment implementation, compliance processes, and client relationship management.

To be successful, you will have:

• Minimum 2 years’ experience in financial planning administration, adviser support or client services
• Experience with producing simple and complex SOAs, ROAs, OFAs and Fee Disclosure Statements
• RG146 compliance
• Strong understa...