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Personal Client Assistant

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Salary Competitive
Type Permanent
Location Northwich
Sector Operations
Job Reference UK02/jxl/27780
Contact Josh Littlemore
Date posted 10-01-2018

We have a fantastic opportunity working for a Financial Services company in Northwich. Our client offers a broad range of services to help clients manage their wealth and achieve their financial and lifestyle objectives. They are looking for a Personal Client Assistant to help with the growing needs of the business. You will have the opportunity for personal development as well a defined career path. The purpose of the role is to give support to Advisers and Clients for new business and client servicing.

Responsibilities:

• Use the systems and provider websites to gather required information
• Request, obtain and collate all necessary information and undertaken financial analysis/research to enable financial reports to be produced for the Adviser/Client within agreed timescales
• Prepare information/comparisons for analysis by the Technical Adviser and Adviser
• Update client specific information on internal systems
• Prepare meeting packs for client review meetings to include all relevant documentation required to a specified standard and service level agreement
• Task and workflow management on back office system
• Liaise and work with colleagues within the Practice to ensure success and operational efficiency and profitability
• Document management – ensure documentation is scanned, saved and archived in accordance with department operating procedures
• Awareness and ability to adhere to Team procedures and application of the Company handbook

Required Skillset:

 Previous financial services experience is preferable
 Excellent attention to detail
 IT skills
 Team Player
 Good communication skills – verbal and written
 Excellent record keeping and reporting capabilities
 Proactive nature to gain efficiencies
 Ability to multi-task
 Demonstration of initiative

For more information please contact Josh Littlemore on 0161 204 3441 or josh.littlemore@bruinfinancial.com

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AVP, Consultant