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Client Assistant

Salary Competitive
Type Permanent
Location London
Sectors UK & Regional
Wealth & Asset Management
Job Reference UK01/SXA/26720
Contact Sorina Anastasiu
Date posted 09-08-2017

National firm of Independent Financial Advisers are looking to augment their back office team by securing an experienced Financial Services Administrator to work in the financial planning department.

You will be working in a professional office environment and provided with a competitive salary package and full support to study further industry exams. You’ll be dealing with a wide variety of administrative tasks within a busy IFA firm, supporting the team of Advisers/Directors

Duties will involve:

Managing leads with the Client Relationship Management (CRM) system
Accurate and timely data entry on to CRM
Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings
Call management/ Client contact
Data Collection on client portfolios
Checking new business paperwork, banking cheques, scanning documents
Submission of new business to Platform and Off-Platform administration teams
Managing cash balances and cash movements
Updating static information - change of name, address etc.
Preparing valuations
Assisting Advisers with fact find input
Archiving documents
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
Task and workflow management on back office system
Providing exceptional customer service
General Administration and Quotes / Recommendations

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Contact Sorina about this job

Senior Research Specialist