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Client Relationship Assistant

Posted 23 January by Anthony Alexandra Ended

Client Relationship Assistant

Up to £30,000

Anthony Alexandra are working in Partnership with a Private Wealth organisation, seeking to add to their team of Financial Planners and Client Services Team.

The role comprises of working alongside an enthusiastic and energetic Client Review Team in order to provide general administrative support to clients in a role which will consist of liaising with clients, Financial Planners and the rest of the Client Services team.

Core duties will include:

  • Providing support for Financial Planners
  • Creating documents for annual reviews
  • Utilising Provider Platforms
  • Booking client review meetings
  • Data entry & the use of Back Office systems

Preferably the ideal candidate will have the following skills and qualifications:

  • Over 2 years’ experience in Financial Services
  • Knowledge of Back Office Systems, competent with Microsoft Office
  • Experience in working with Provider Platforms
  • Attention to detail, ability to communicate, prioritise, accuracy, self-motivated, team-player

The role will pay the suitable candidate up to £30,000, offering holidays and a Pension Scheme.

Required skills

  • Administrative
  • Back Office
  • Financial Services
  • Microsoft Office
  • Products Services

Reference: 34301898

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