Client Services Assistant (Hamish Leng & Company Ltd)

Knightsbridge, London

Hamish Leng & Company Limited

Job Description

Hamish Leng & Co Ltd is a long-standing, financial planning firm based in Knightsbridge, London. We work with a number of interesting individuals and families to enable them to live happy and fulfilling lives.


You will work alongside our Planners and Assistant Planners to help implement the financial plans as agreed with the clients and provide exceptional quality technical and general administrative support. You will get to know the clients and be fully involved in the work that we do for them.


Key Tasks


  • Dealing with clients: arranging meetings, answering telephone, and greeting visitors

  • Assisting with preparation of annual review documents, including preparing and sending out agreements and invoices

  • Attending client meetings (1 per month) to take notes and update client review documents (optional)

  • Maintaining client files and client information on IO

  • Preparing investment instruction sheets and placing deals on our investment platforms

  • Processing new business applications, LOAs and provider forms and paperwork

  • Supporting the Planners and Assistant Planners to ensure processes are being followed

  • Helping prepare key annual reports (tax packs, fees and charges summaries)


Requirements


  • At least 5 years experience in an IFA/financial planner administrator role

  • Excellent team player

  • Great communicator (verbally and in writing) with excellent spelling and grammar

  • Expert in IO processes and reporting

  • Experience of buying and selling investments on a platform

  • Confident with working to deadlines and collaborating with other team members


On offer


  • Dependent on experience. Possible discretionary bonus.

  • Employer pension contribution of 10% pa (on condition that employee contribution is 5% pa).

  • Private medical cover

  • Life cover of 3 x salary

  • PHI cover of 50% salary after deferred period of 13 weeks

  • Holiday of 25 days excluding Bank Holidays increasing to 30 days after 10 years service. 3 to be taken at Christmas time.


Contact


If you would like to apply to become a Client Services Assistant, please send a copy of your CV to: Chris Oxley chris@oxleyandpartners.com