About Luke

Role Overview 

Our client is a well-established wealth management firm known for our integrity and trust and have been recognised as the Best Financial Advisers to Work for in the last few years. They are now looking to recruit for a Junior Technical Consultant, providing financial planning support to our Private Client Directors. You'll assist in delivering top-notch financial planning services to high-net-worth clients. This role is perfect for someone with 3+ years of experience in financial advisory support, looking to advance their career.

Responsibilities

• Prepare for and attend client meetings.
• Produce accurate client portfolio valuations.
• Gather and analyse client information.
• Maintain long-term client relationships.
• Ensure accurate client information on internal systems.
• Assist with new business processing and compliance.
• Liaise with technical staff for a consistent client experience.
• Work to pressing deadlines.

Requirements 

• 3+ years in a client-facing financial advisory support role.
• Financial Planning Diploma qualified.
• Knowledge of asset allocation, financial products, and tax.
• Experience with cashflow modelling (Voyant preferred).
• Proficiency in Microsoft Office.

Role Overview

This role provides technical administrative support to a financial team, assisting with delivering financial planning services to clients. The successful candidate will work closely with the Senior Administrator and has the potential to develop into a paraplanning role with access to training opportunities.

Main Responsibilities

• Provide high-level client service and build long-term relationships.
• Attend meetings, take notes, and follow up on actions.
• Process new business submissions and gather information for reviews.
• Prepare client documents, including applications and portfolio adjustments.
• Ensure client information is accurate and compliant with regulations.
• Maintain well-organized client files and handle follow-up tasks.
• Adhere to Anti-Money Laundering and GDPR procedures.
• Prepare agendas and assist with management information.
• Address client queries professionally and promptly.

Requirements

• Experience in a financial services administration role, preferably with high-net-worth clients.
• Proficiency with financial platforms and Microsoft Office, particularly Excel.
• Familiarity with FCA rules and compliance procedures.
• Relevant industry qualifications
• Strong organizational and client relationship-building skills.
• Proactive, resilient, and able to manage changing priorities.
• Attention to detail and a commitment to high-quality service.

Role Overview

• Actively engage with customers to drive sales.
• Assist with in-store displays and ensure product presentation is flawless.
• Support store events and contribute to social media management.
• Maintain a high standard of cleanliness and personal presentation.

• Flexibility to work shifts, including weekends.
• Experience in customer-facing roles, with strong communication skills.
• A team player who can also work independently.
• A willingness to learn technical product details (full training provided).
• Bonus if you have a passion for watches or speak an additional language.

• Competitive salary and commission structure.
• Healthcare coverage, including private medical insurance from day one.
• Generous pension plan and annual product allowance.
• This is a fantastic opportunity for someone passionate about retail and eager to work with a well-known brand in a vibrant location.