38 Business advisor jobs found

JobDescription:Client Advisor

Lenhill Partners Ltd is an owner-managed fiduciary business providing bespoke relationship-led solutions to private clients. The Company aspires to work with high-net-worth individuals and family offices. Weprideourselvesonputtingtheneedsofourclientsfirstbyworkingwiththemandtheiradvisersto meet theirlong-termaspirations andobjectives.Webelievethat communication is key to every client relationship.

To achieve this, Lenhill Partners Ltd operates a director-led business model ensuring the highest level of client service through experience, commitment and attention to detail.

• This is a position requiring an ability to complete administrative tasks to a consistently high standard, within agreed timescales.
• The individual will have a demonstrated an enthusiasm to broaden their knowledge of company administration, services, Swiss legislation and regulatory issues.
• They will be seeking to expand their knowledge by means of formal study and on the job learning.

• Administer a varied portfolio taking responsibility for the proper performance of all necessary administration tasks required to comply with requirements of the client and relevantlegislation.
• Manageclientrelationships,attendanceatmeetingsasappropriate including all preparation as necessary
• Ensureminutesandresolutionsforentitiesundermanagementare prepared as required
• Responsibletoensurestatutorydatabase/registersaremaintainedanduptodate
• Preparationofcorrespondenceinaccordancewithfirm’sprocedures
• Ensurethatallclientrequests/correspondencearedealtwithinaprompt,professionaland efficient manner
• Ensurethat workloads arecompleted within agreed timescales and to the highest quality standard.
• Completeclienttake-ondocumentationpriortocommencingadministrationandliaisewith relevant contact on hand-over of new clients

• Supervise and assist in the training of any Junior Administrator, Administrator within the team,providingregularinformationfeedbackandidentifyinganyadditionaltrainingneeds to the Management.
• Provideopenandconstructivefeedbackonallocatedtasksandbuildrelationships withother team members.
• Generalassistancewithvariousprojectsasrequested
• Achieveobjectivessetbyseniormembersofstaffandduringtheappraisalprocess.
• Be efficient with your knowledge of an understanding of Know Your Client (‘KYC’) policy and procedures inordertoensureabsolutecompliancewithKYCprocedures inordertomaintain knowledge of the client business.
• Provideopenandconstructivefeedbackonallocatedtasksandbuildrelationships withother team members.

• Professional manner, demonstrating good interpersonal skills and ability to respond to the client needs
• Demonstrateawillingnesstogetinvolvedinteamissuesandevents.
• EnsureadherencetoLenhill Partners Ltd valuesandoperatingtermsofreference

• Recordtimeaccuratelyandwithindeadline
• Meetproductivitytargetandinputtimesheetdaily

• Good organisational andtime management skills applied toa fundamental knowledge of the mechanics of company administration.
• Ability to takeresponsibility forthecompletion ofwork within theengagement whilestaying alert to potential issues that need disclosing to the Management.
• Highlevelofdiligenceandcareinallaspectsofthejob,andawillingnesstocheckunderstanding of delegated tasks through questioning.
• An interest in financialservices, and agenuinedesireto learn howthesecanbeused astools for adding value to client’s business.
• Positiveattitude,demonstratingenthusiasmandthedesiretotakeonresponsibility.

• Manage own workloads and priorities and to work to specific deadlines as agreed with the Management.
• Produceworkwithahighlevelofaccuracyandattentiontodetail.
• Situationalunderstandingofneedsofroleandabilitytofindsolutions/moreefficientwaysof working within parameters
• Abilitytoworkeffectivelyinateam
• ExperiencewithWineuranadvantage
• Fluent in French and English, knowledge of other languages is a plus

This is an exciting opportunity to be part of the Administration team at Lenhill Partners Ltd. The ideal candidate will have between 3 and 5 years’ experience and be someone who is a good team player. The successful candidatewillunderstandandtrulybelieveinourcorevalues.Weareagrowing business and need people that are ready to grow with it, ready and willing to embrace change where needed.