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|Salary||£25k to £30k|
|Sector||Wealth & Asset Management|
We now have a new opportunity within a boutique Asset Manager that specialises in helping clients manage their wealth.
As a Client Advisor Assistant you will be part of a well established team that strive to give the best quality of service, becoming experts in their respective areas and being recognised by industry awards.
Key responsibility's include:
Collection of relevant data to produce financial analysis reports to assist the Client Advisor
Carry out research to assist the Advisor and technical Advisor reach client's needs
Prepare information and comparisons for analysis by the Advisors
On-going servicing of the clients
Ensure compliance with internal and external procedures and regulations
Key skills needed:
Understanding of the corporate advice and financial planning processes
The ability to take responsibility of your own processes with little supervision
Previous experience in an Asset Management background
Strong IT skills.
Working towards Diploma in Financial Planning or CII.
understand regulatory framework relevant to the role.
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