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Client Advisor Assistant

Salary £25k to £30k
Type Permanent
Location London
Sector Wealth & Asset Management
Job Reference T8/HCC/27002
Contact Hannah Cavaciuti
Date posted 18-09-2017

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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Contact Hannah about this job

AVP, Consultant