Client Administrator - London
Londononsite
Posted 2mo ago · via Teamtailor
About this role
Career We're looking for a highly skilled Financial Planning Administrator who takes pride in creating seamless client journeys and becoming an indispensable partner to advisers and clients alike. You will have 2+ years' experience supporting advisers and clients. You have a strong understanding of financial planning products and processes, thrive in a fast-paced setting, and take pride in delivering exceptional client service. This role is ideal for a high-performing Financial Planning Administrator who enjoys being at the heart of client delivery, values quality over simply processing tasks, and is looking for an environment where their expertise, judgement and contribution will genuinely be valued.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in London. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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