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Client Service Assistant

  • Shortlist
Location Leatherhead , Surrey
Sector Financial Services
Salary £22,000 - £26,000 Per Annum
Type Permanent
Consultant Lucy Warman
Ref 68477

My client is looking for an outstanding assistant who has the diligence and skills to become a valuable member of a client focused financial planning firm. Through your commitment and talent you will make a significant contribution to the growth and ongoing success of a small but aspirational company from the outset.

You will be working with the Client Service team: administering new client pensions, investment and risk contracts alongside servicing existing client arrangements. In addition to this you will conduct effective liaisons with product providers and strategic partners, as well as updating client and product records.
Part of your role, will be to take on ad hoc project work and various administrative duties in the office offering you exposure to the full range of our business activities from day 1. As your understanding of the industry develops, you will have the opportunity to take industry exams and develop your knowledge further through training and learning.

In order to apply you should have the unrestricted right to work in the UK, ideally be Degree level educated and have 12-18 months experience at an IFA or Wealth Management Firm or evidence of interest in Wealth Management