Client Relationship Assistant

Blakemore Recruitment
11 Jan 2018
12 Feb 2018
Contract Type
Full Time

We are currently recruiting for a highly regarded IFA firm in Gatwick. They are looking for a Client Relationship Assistant to add to their growing team.

This is a great opportunity for the right candidate to further their career in the financial services industry. They will also ensure you get all the training and support you need for this role, and if you’re ambitious, they have a structure in place to help support your career progression.

Job role overview

Working as part of our lively and friendly client review team, providing administrative support to our clients. This is an
exciting, fast paced and varied role, which will include liaising with clients and Financial Planners.

Key activities and tasks

  • Supporting and working closely with our Financial Planners
  • Onboarding and supporting new Financial Planners
  • Producing annual review documents
  • Trading on provider platforms and obtaining required information
  • Booking client review meetings
  • Accurate data input using 'AdviserOffice’ (full training can be given)
  • Running and managing ad hoc review projects

Required qualifications and skills

  • Knowledge of Word, Excel, Outlook and 'AdviserOffice’ software and fully IT literate
  • Knowledge and experience in working with provider platforms
  • Attention to detail, thoroughness and accuracy are paramount
  • Ability to plan workloads and manage conflicting demands and deadlines, with a keen and flexible attitude and the ability to work well under pressure
  • Initiative to develop own ideas and projects to assist in the ongoing development of our client proposition
  • Great communication skills, highly motivated with the will to thrive in a challenging and fast paced environment and a strong team player

Desired qualifications and skills

  • Passed at least 3 financial planning exams
  • Experienced administrator
  • Knowledge of 'Volume’
  • Knowledge of 'Voyant’
  • Minimum 5 years’ experience in financial services