Support advisers throughout the full client journey, ensuring a smooth, compliant, and professional experience from prospect stage through onboarding and ongoing servicing
Job Summary
Support advisers throughout the full client journey, ensuring a smooth, compliant, and professional experience from prospect stage through onboarding and ongoing servicing.
Manage all administrative and technical preparation required for adviser meetings, new business submissions, and client onboarding.
Howden offers a culture where employees can define their careers, with support for work/life balance, career progression, sustainability, and volunteering.
Matching Summary
Support advisers throughout the full client journey, ensuring a smooth, compliant, and professional experience from prospect stage through onboarding and ongoing servicing.
Skills & Requirements
Must-have
Client journey management
Policy information gathering
Fact-find and onboarding documentation
AML/KYC checks
FE Analytics proficiency
CRM management
Liaison with providers
Nice-to-have
No-limits mindset
Collaborative international team
Positive difference at work
Proactive solution-focused approach
Key Requirements
Experience in wealth management
Experience managing cases from inception to completion