We have an exciting opportunity for a Client Service Assistant/Financial Planning Assistant to work for an established and independent Financial Services company-IFA
*Administer new client pensions, investment, and risk contracts.
*Service existing client arrangements.
*Conduct effective liaisons with product providers and strategic partners.
*Update client and product records.
*Assist with the preparation of meeting packs and reports.
*Support training and induction of new Client Service Assistants
*Assist with the writing of basic end of tax year reports in conjunction with the Client Services Executives
*Oversee monthly and annual data quality checks and reporting.
*Administration and Ad hoc Project work
*Excellent communication skills-Written, verbal and face to face
*Polite and professional telephone manner
*Able to communicate at all levels.
*Accurate with numbers and strong attention to detail
*Able to prioritise workload.
*Professional manner and excellent collaborator, whilst able to use initiative
*Financial Service background-IFA or Wealth Management
*Ideally 1 or 2 Qualifications, RO and RO2
*Competitive salary Plus excellent benefits
*Office based with FREE parking.
*IT Literate with EXCEL
If your application is successful, you will be contact shortly.
The job title and description in this advertisement may differ from the client’s official job description/contract .We appreciate your interest in this role. E-Personnel Recruitment aims to acknowledge all applications, but due to the high volume of CVs we receive, this may not always be feasible.
You can apply with the utmost confidence to E-Personnel Recruitment directly, experts in both Permanent and Temporary Recruitment, and a proud member of the Recruitment & Employment Confederation (REC), the professional body for the recruitment industry. In the meantime, feel free to explore similar job opportunities on our website: e-personnelrecruitment.co.uk