We are looking for a highly organised and detail‑driven Client Services / Wealth Management Administrator to support our advisers throughout the full client journey
Job Summary
We are looking for a highly organised and detail‑driven Client Services / Wealth Management Administrator to support our advisers throughout the full client journey.
This role is central to ensuring a smooth, compliant, and professional experience for clients from initial prospect stage through onboarding and ongoing servicing.
At Howden, we value diversity and offer reasonable adjustments including flexible hours and hybrid working to support employees' needs.
Matching Summary
We are looking for a highly organised and detail‑driven Client Services / Wealth Management Administrator to support our advisers throughout the full client journey.
Skills & Requirements
Must-have
Client journey and prospect management
AML/KYC compliance checks
CRM systems proficiency
Policy information gathering and file preparation
Technical support for adviser meetings
Pipeline tracking and case progression
Nice-to-have
Strong communication skills
Proactive and solution-focused approach
Ability to build strong relationships
High attention to detail and accuracy
Experience with Microsoft Office
Collaborative international team culture
Key Requirements
Experience in wealth management or financial planning
Previous case management from inception to completion
Knowledge of pensions, investments, and protection products