Finance Graduate

Posted:	28/03/25
Recruiter:	GTS International
Reference:	2921136959
Type:	Permanent
Salary:	Competitive
Location:	Weybridge, Surrey
Description:	Client Experience Administrator Join GTS Finance and Wealth Management Support High-Net-Worth Clients and Advisory Excellence Are you an organized and detail-oriented administrator with experience in financial services? Do you excel in delivering top-tier client support and enjoy working in a fast-paced, advisory environment? GTS Finance and Wealth Management, a trusted recruitment agency in the financial sector, is seeking a Client Experience Administrator to support Private Client Partners in delivering outstanding client services. This is your chance to join a dynamic team in London and be the backbone of exceptional financial advisory experiences. About the Role As a Client Experience Administrator, you will be instrumental in ensuring the smooth delivery of GTS s client services proposition. You ll act as the first point of contact for Partners, handle key administrative tasks, and maintain strong relationships with clients, Partners, and providers. Your focus will be on ensuring every client interaction meets the highest standards of professionalism and care, reflecting the values of GTS Finance and Wealth Management. Key Responsibilities Serve as the first point of contact for Partners, addressing queries and fostering strong working relationships. Prepare and manage documentation, ensuring new business packs are complete before submission. Liaise with providers to track application progress and keep clients and Partners updated. Collaborate with Partners and Paraplanners to meet client expectations and resolve any potential issues proactively. Prepare personalized client packs for Partner meetings and maintain compliant client files. Input and manage client data in back-office systems, ensuring tasks are actioned within agreed timescales. Assist with scanning, archiving, and uploading documents to maintain efficient records. Provide general support to the Private Client Services Manager and Partners. Participate in company training and development initiatives to enhance your knowledge and skills. What You ll Bring Essential Skills & Experience: Administrative experience within a financial advisory environment. Knowledge of pensions and investments. Proven ability to build and maintain professional relationships with high-net-worth clients and Partners. Proficiency in Microsoft Office (Word, Excel, Outlook). Commitment to passing a basic financial industry exam within three months of employment (internal exam). Desirable Attributes: Experience with systems such as Intelligent Office, Assureweb, and Voyant. Previous exposure to high-net-worth clients. Personal Attributes Highly organized, able to prioritize tasks and meet deadlines under pressure. Strong communication skills with the ability to have challenging conversations confidently. Exceptional telephone manner and the ability to build rapport quickly. Integrity, discretion, and professionalism in handling confidential information. A self-starter who can work independently while being an effective team player. Why Join Us? This is a fantastic opportunity to support some of the industry s leading financial advisors while enhancing your skills and career prospects in a supportive and professional environment. GTS Finance and Wealth Management offers a collaborative atmosphere where you ll play a vital role in delivering exceptional client experiences. Ready to Take the Next Step? If this sounds like the perfect role for you, we d love to hear from you. Apply today through GTS Finance and Wealth Management and start your journey toward a rewarding career in financial services! To apply please send your CV to (url removed)
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Finance Graduate

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