Client Liaison Assistant

Posted 9 March by Heat Recruitment Featured

Position: Client Liaison Assistant

Location: Exeter

Salary: £18,000 - £23,000

The client:

My client is a privately-owned, award-winning, Chartered Independent Financial Advisers established 25 years ago and located in Exeter and Plymouth. This is a Chartered practice who provide holistic financial planning, cashflow modelling and investment management.

The Role:

Due to growth due to innovation, reputation and acquisition, my client is now looking to expand its team with several new support roles. 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 the 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 has the flexibility to suit a career administrator or an individual who is looking to progress into Paraplanning and/or Advising.


  • Managing your adviser’s diary
  • Preparing for meetings
  • Communicating with clients
  • Processing business
  • Ensuring the back-office system is maintained accurately

What’s needed for me to be considered?

  • Experience within Financial Services is essential
  • Financial qualifications would be desirable
  • Highly organised
  • A good command of the English Language, both written and oral
  • Computer literate with good use of Word and Excel

What next?

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Required skills

  • Acquisition
  • AIM
  • Chartered
  • Comfortable
  • Command
  • Consultants
  • English
  • Financial Planning
  • Financial Services
  • Flexibility
  • Holistic
  • Holistic Financial Planning
  • Innovation
  • Investment
  • Modelling
  • Paraplanning
  • Reputation
  • Client Liaison
  • Vouchers

Reference: 34646633

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