_{19th May, 2026}

Our Client:

Our client is a growing niche international Financial Planning business specialising in Expat International Planning, Wealth & Investments and Pensions & Estate Planning. 

Job Description:

This key new role will support across the business and reduce key-person dependencies across operational areas. They will provide administrative, operation and client support to ensure the efficient delivery of services to clients and the investment team.

The Successful Applicant: 

• Strong organisational and administrative skills.
• High attention to detail and accuracy.
• Good communication skills and confident speaking with clients.
• Able to manage multiple tasks and priorities.
• Comfortable working with CRM systems and financial platforms.
• Experience in financial service, wealth management or financial planning.

Key Responsibilities:

Client Administration

• Submit new business applications and maintain accurate client records.
• Upload/manage client documentation within internal systems and platforms.
• Maintain CRM systems ensuring all information is accurate and up to date.
• Assist with preparing documentation for client meetings.

Investment Operations support

• Assist the investment team with operational tasks including
  • o Processing fund withdrawals
  • o Supporting fund switches and portfolio changes
  • o Handling bulk or mass transactions where required
• Ensure investment instructions are processes accurately and efficiently.

Compliance Business Support

• Provide administrative support to compliance activities.
• Assist with maintaining regulatory documentation and records.
• Support the business with operational processes and procedures as required.

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