Client Service Assistant - Leatherhead

Job Description

My client is all about a fresh approach to personal Financial Planning

They offer  Financial Advice & Wealth Management for families, professionals & entrepreneurs wanting to make the most of their future

I am seeking  an outstanding assistant who has the diligence and skills to become a valuable member of a client focused financial planning firm. Through your commitment and talent you will make a significant contribution to the growth and ongoing success of their small but aspirational company from the outset.

The Financial Success Programme, a unique financial planning process, starts by identifying an individual’s life-goals, long-term ambitions and ideals. My Client combines advice and on-going support to help their clients achieve these goals through state of the art investment portfolio construction; cashflow planning and modelling; pension and retirement planning; inheritance tax and estate planning and capital protection.

 The Role

 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 their  corporate strategy develops, you will have the opportunity to take industry exams and develop your knowledge further through training and learning.

Skills

 •           Excellent communication skills, in writing, on the phone and face to face. You will need to have the confidence to communicate effectively with people of all levels.

  • •           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.

 Requirements

  

  • •           The unrestricted right to work in the UK
  • •           English at mother tongue standard
  • •           Degree level educated
  • •           12-18 months experience at an IFA or Wealth Management Firm or evidence of interest in Wealth Management

For this immediate opportunity please forward an up to date cv for earliest consideration