5 Financial Planner Analyst Wealth Management Client Facing jobs in Slough

**Group Details**
An exciting entry-level opportunity has arisen to join Tradeweb's European Client Relations Team. The role is based in London. Working in a fast paced environment you will be someone who has an interest in starting a career in financial services, who enjoys working in a team environment and is motivated to learn new things.
**Job Responsibilities**
**Operational support to the institutional clients:**
+ Be responsible for the operational onboarding of new customers, setting up users' profiles, and adjusting users' accesses.
+ Assist in any billing or regulatory configuration on various client types and across regions.
+ Assist clients with troubleshooting around daily usage inquiries.
+ Coordinate with clients' Back and Middle offices to configure the relevant post-trade solutions, tailored to their transaction reporting and monitoring requirements.
+ Participate in client calls to discuss their workflows and expectations on our pre-trade, trading and post-trade offerings.
+ Monitor and answer any incomings on chats, emails or phone.
**Administrative support to the internal teams:**
+ Participate in building guides on new functionalities and updating current protocols to stay up-to-date with the company growth and market changes.
+ Draft summaries and sales notes after client calls or visits.
+ Actively collate clients' feedback with appropriate internal teams.
+ Provide regular monitoring and updates to the wider teams on reoccurring events and processes.
+ Communicate and coordinate with other teams in the company to help fix issues quickly, answer customers' queries and ensure any set up or update is made in a timely manner.
+ Participate in the training of new joiners and existing members of the team.
**Client Relations:**
+ Provide initial demos of the platform for new Traders or Admin users.
+ Help educate clients on how they could maximize the usage of the platform.
+ Support trading activity and ensure that clients have the necessary information to execute trades.
+ Begin to build relationships with new and existing clients.
+ Provide reliable support to the Sales team and participate in relationship management and the selling of new products/ functionalities to their clients.
+ Deliver Tradeweb's white-glove service.
**Qualifications**
+ Fluency in English, any additional European language is beneficial.
+ Ability to work in a high-pressure, fast-paced environment
+ Good time management skills - able to work efficiently within short timeframes.
+ Technical savvy - able to use trading technology comfortably
+ Strong attention to detail - Accurate and conscientious
+ Team player - Excellent interpersonal skills - Ability to collaborate with more junior and senior people comfortably.
+ Strong independent worker - ability to take ownership & responsibility of tasks and projects with minimal involvement of other members of the team.
+ High self-motivation - always go the extra mile
+ Good knowledge of Microsoft Office (especially Outlook, Word, Excel and PPT), any additional technical skills or experiences related to data management will be beneficial.
+ Strong interest in financial markets and willingness to build knowledge across the markets offered on Tradeweb.
+ Experience or exposure to a client-focused position preferred.
**The working hours are 8am-5.30pm.**
**Company Description**
Tradeweb Markets is a world leader in the evolution of electronic trading. A fintech company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 65 countries across the globe. Since our first trade in 1998, we have helped transform and electronify the fixed income markets. Tradeweb is a culture built on innovation, creativity and collaboration. Through a combination of very talented and driven people, innovative products and solutions, cutting-edge technology, market data, and a vast network of clients, we continue to work together to improve the way financial markets trade.
Mission: Move first and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.
Tradeweb Markets LLC ("Tradeweb") is proud to be an EEO Minorities/Females/Protected Veterans/Disabled/Affirmative Action Employer.
Policy Statement Link:**

An exciting entry-level opportunity has arisen to join Tradeweb's European Client Relations Team. The role is based in London. Working in a challenging and dynamic environment you will be someone who has an interest in starting a career in financial services, who enjoys working in a team environment and is motivated to learn new things.
**Job Responsibilities**
**Operational support to the institutional clients:**
+ Be responsible for the operational onboarding of new customers, setting up users' profiles, and adjusting users' accesses.
+ Assist in any billing or regulatory configuration on various client types and across regions.
+ Assist clients with troubleshooting around daily usage inquiries.
+ Coordinate with clients' Back and Middle offices to configure the relevant post-trade solutions, tailored to their transaction reporting and monitoring requirements.
+ Participate in client calls to discuss their workflows and expectations on our pre-trade, trading and post-trade offerings.
+ Monitor and answer any incomings on chats, emails or phone.
**Administrative support to the internal teams:**
+ Participate in building guides on new functionalities and updating current protocols to stay up-to-date with the company growth and market changes.
+ Draft summaries and sales notes after client calls or visits.
+ Actively collate clients' feedback with appropriate internal teams.
+ Provide regular monitoring and updates to the wider teams on reoccurring events and processes.
+ Communicate and coordinate with other teams in the company to help fix issues quickly, answer customers' queries and ensure any set up or update is made in a timely manner.
+ Participate in the training of new joiners and existing members of the team.
**Client Relations**
+ Provide initial demos of the platform for new Traders or Admin users.
+ Help educate clients on how they could maximize the usage of the platform.
+ Support trading activity and ensure that clients have the necessary information to execute trades.
+ Begin to build relationships with new and existing clients.
+ Provide reliable support to the Sales team and participate in relationship management and the selling of new products/ functionalities to their clients.
+ Deliver Tradeweb's white-glove service.
**Qualifications**
+ Fluency in English, any additional European language is beneficial.
+ Ability to work in a high-pressure, fast-paced environment
+ Good time management skills - able to work efficiently within short timeframes.
+ Technical savvy - able to use trading technology comfortably
+ Strong attention to detail - Accurate and conscientious
+ Team player - Excellent interpersonal skills - Ability to collaborate with more junior and senior people comfortably.
+ Strong independent worker - ability to take ownership & responsibility of tasks and projects with minimal involvement of other members of the team.
+ High self-motivation - always go the extra mile
+ Good knowledge of Microsoft Office (especially Outlook, Word, Excel and PPT), any additional technical skills or experiences related to data management will be beneficial.
+ Strong interest in financial markets and willingness to build knowledge across the markets offered on Tradeweb.
+ Experience or exposure to a client-focused position preferred.
**Company Description**
Tradeweb Markets is a world leader in the evolution of electronic trading. A fintech company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 65 countries across the globe. Since our first trade in 1998, we have helped transform and electronify the fixed income markets. Tradeweb is a culture built on innovation, creativity and collaboration. Through a combination of very talented and driven people, innovative products and solutions, cutting-edge technology, market data, and a vast network of clients, we continue to work together to improve the way financial markets trade.
Mission: Move first and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.
Tradeweb Markets LLC ("Tradeweb") is proud to be an EEO Minorities/Females/Protected Veterans/Disabled/Affirmative Action Employer.

**Group Details:**
An exciting entry-level opportunity has arisen to join Tradeweb's European Client Relations Team, with a particular focus for the French region. The role is based in London. Working in a challenging and dynamic environment, you will be someone who has an interest in starting a career in financial services, who enjoys working in a team environment and is motivated to learn new things.
**Job Responsibilities:**
**Operational support to the institutional clients:**
+ Be responsible for the operational onboarding of new customers, setting up users' profiles, and adjusting users' accesses.
+ Assist in any billing or regulatory configuration on various client types and across regions.
+ Assist clients with troubleshooting around daily usage inquiries.
+ Coordinate with clients' Back and Middle offices to configure the relevant post-trade solutions, tailored to their transaction reporting and monitoring requirements.
+ Participate in client calls to discuss their workflows and expectations on our pre-trade, trading and post-trade offerings.
+ Monitor and answer any incomings on chats, emails or phone.
**Administrative support to the internal teams:**
+ Participate in building guides on new functionalities and updating current protocols to stay up-to-date with the company growth and market changes.
+ Draft summaries and sales notes after client calls or visits.
+ Actively collate clients' feedback with appropriate internal teams.
+ Provide regular monitoring and updates to the wider teams on reoccurring events and processes.
+ Communicate and coordinate with other teams in the company to help fix issues quickly, answer customers' queries and ensure any set up or update is made in a timely manner.
+ Participate in the training of new joiners and existing members of the team.
**Client Relations:**
+ Provide initial demos of the platform for new Traders or Admin users.
+ Help educate clients on how they could maximize the usage of the platform.
+ Support trading activity and ensure that clients have the necessary information to execute trades.
+ Begin to build relationships with new and existing clients.
+ Provide reliable support to the Sales team and participate in relationship management and the selling of new products/ functionalities to their clients.
+ Deliver Tradeweb's white-glove service.
**Required Qualifications:**
+ Fluency in French and English.
+ Any additional European language is beneficial.
+ Ability to work in a high-pressure, fast-paced environment
+ Good time management skills - able to work efficiently within short timeframes.
+ Technical savvy - able to use trading technology comfortably
+ Strong attention to detail - Accurate and conscientious
+ Team player - Excellent interpersonal skills - Ability to collaborate with more junior and senior people comfortably.
+ Strong independent worker - ability to take ownership & responsibility of tasks and projects with minimal involvement of other members of the team.
+ High self-motivation - always go the extra mile
+ Good knowledge of Microsoft Office (especially Outlook, Word, Excel and PPT), any additional technical skills or experiences related to data management will be beneficial.
+ Strong interest in financial markets and willingness to build knowledge across the markets offered on Tradeweb.
+ Experience or exposure to a client-focused position preferred.
**The working hours are 8am-5.30pm.**
**About Tradeweb:**
Tradeweb Markets is a world leader in the evolution of electronic trading. A fintech company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 65 countries across the globe. Since our first trade in 1998, we have helped transform and electronify the fixed income markets. Tradeweb is a culture built on innovation, creativity and collaboration. Through a combination of very talented and driven people, innovative products and solutions, cutting-edge technology, market data, and a vast network of clients, we continue to work together to improve the way financial markets trade.
Mission: Move first and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.
Tradeweb values diversity of culture and thought and seeks talented, qualified employees in all its operations around the world regardless of race, gender, national origin, religion, sexual orientation, disability, age or any other protected classification under country or local law.
**Private Policy Statement Link:**

An international Wealth Management business with a network of Financial Advisers is looking for a strong administrator with great people skills to support their clients and advisers. Ideally, youll have previous experience supporting in a highly regulated environment such as financial services, but training will be provided to the right candidate.
The role will assist with submitting all new busin.

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