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Personal Client Assistant

Salary £18k to £21k
Type Permanent
Location Northwich
Job Reference UK02/FXD/27218
Contact BRUIN Financial
Date posted 17-10-2017

A leading UK merchant banking group based in South Manchester is currently recruiting for a Personal Client Assistant. As a business they provide lending with an emphasis on specialist finance, deposit taking, wealth management and security trading.

To apply for the position you must have experience in the following areas

• Diary management and preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings
• Accurate and timely data entry on to CRM including data collection on client portfolios
• Managing leads with the Client Relationship Management (CRM) system
• Handling and administration of Incoming and Outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation
• Adviser and Client Support for new business and client servicing
• Submission of new business to Platform and Off-Platform administration teams
• Checking new business paperwork, banking cheques, scanning documents
• Updating static information
• Managing cash balances and cash movements
• Preparing valuations and assisting advisers with fact find input
• Task and workflow management on back office system
• Awareness and ability to apply the Practice Manual methodology and document management

The right candidate will enjoy attention to detail with the ability to work within a fast paced environment to very tight deadlines. With an understanding of compliance with regulatory framework and previously worked within a similar organisation. The role may include extended working hours during peak periods.
If you meet all the criteria please contact Fee on 0161 204 3442 or email

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