This role supports advisers throughout the full client journey ensuring a smooth, compliant, and professional experience from prospect stage through onboarding
Job Summary
This role supports advisers throughout the full client journey ensuring a smooth, compliant, and professional experience from prospect stage through onboarding.
The successful candidate will coordinate all preparation for adviser meetings, extract policy information, and conduct full AML/KYC checks in line with SPF and FCA standards.
Howden offers a culture driven by collaboration, work-life balance, and career progression within a global insurance group of 24,000 employees.
Matching Summary
This role supports advisers throughout the full client journey ensuring a smooth, compliant, and professional experience from prospect stage through onboarding.
Skills & Requirements
Must-have
Manage full administrative client journey
Conduct AML/KYC checks per FCA standards
Build Voyant models for adviser meetings
Maintain accurate CRM records
Input policy and valuation data
Nice-to-have
Strong ownership of workload
Proactive solution-focused approach
Excellent communication skills
High attention to detail
Ability to manage multiple cases
Key Requirements
Experience in wealth management or financial planning
Previous experience managing cases from inception to completion
Knowledge of pensions, investments, and protection products