Client Services Assistant

Extremely prestigious Wealth Management practice seeks an outstanding assistant who has the diligence and skills to become a valuable member of a client focused financial planning team.

Job Description:

• You will be working with the Client Service team: administering new client pensions, investment and risk contracts alongside servicing existing client arrangements.
•  In addition to this you will conduct effective liaisons with product providers and strategic partners, as well as updating client and product records.
• Part of your role, will be to take on ad hoc project work and various administrative duties in the office offering you exposure to the full range of our business activities from day 1. As your understanding of the industry and our corporate strategy develops, you will have the opportunity to take industry exams and develop your knowledge further through training and learning.

Person Specification:

• Outstanding English skills, verbally and in writing
• Confident, articulate, professional telephone manner
• Degree level educated
• 12-18 months experience at an IFA or Wealth Management firm or evidence of interested I wealth management
• Confidence with numbers, strength in producing precise and accurate documentation and record-keeping.
• The ability to prioritise and organise your workload to meet deadlines.
• A professional manner, positive attitude, self-motivation and proactive approach.
• The ability to work well within in a team as well as independently.
• Experience with Advisor Office or a similar Financial Services back office system would be beneficial.
• A high level of proficiency with Microsoft Office products.
• The ability to familiarise yourself with new technology quickly and efficiently.

Additional Information:

• Based in Leatherhead
• Monday to Friday, 9-5.30
• Salary: £20-24,000
• You will have the opportunity to take industry exams and develop your knowledge of the sector through training and learning