Client Liaison Assistant

Posted 5 days ago by REED Insurance Easy Apply Featured
I have the pleasure of working with a growing Chartered Financial Planning firm who now seek a Client Liaison Assistant to join their established support team.

This role is a technical administrator role and you will be expected to have a good command of the English language both orally and written. You must be computer literate with good use of Word and Excel.

Some financial qualifications would be desirable but experience within Financial Services administration, preferably in an IFA environment, is essential. Full support with qualifications will be given as well as a fantastic increase in salary per exam completed.

They are seeking a Client Liaison Assistant to join their well established support team. You will work directly with one of the company Directors and must therefore be comfortable communicating and delivering at Director level.

You will also be working closely with their paraplanners and potentially with other advisers, you must therefore be able to prioritise your workload and juggle numerous deadlines effectively whilst delivering on and managing expectations. This role reports to the Practice Manager.

You must be highly organised as you will be responsible for managing your adviser’s diary, preparing for meetings, communicating with clients, processing business and ensuring the back office system is maintained accurately.

This role has the flexibility to suit a career administrator or an individual who is looking to progress into Paraplanning and/or Advising.

In addition to your salary my client also provides exam support, a pension contribution matched up to 3% and they have a social committee with a budget for activities throughout the year.

This is a really exciting position, based just a few minutes from the M5 and A30 and one that is offering genuine long term opportunities with an extremely successful financial planning firm.

Please contact me today on 0117 930 4820 and email an up to date cv to for further details.

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34625143

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