Client Assistant (Wealth Management)

Support Services Group
16 Apr 2017
16 May 2017
Contract Type
Full Time

My client is a highly regarded, award winning wealth management organisation who are experiencing a period of tremendous growth due to their enviable reputation and first class service.

Due to their ongoing growth they have an exciting opportunity for a Client Assistant to join their talented team.


Adviser and Client Support for new business and client servicing

Principle Responsibilities:

Managing leads with the Client Relationship Management (CRM) system

Accurate and timely data entry on to CRM

Arranging appointments and diary management

Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings

Call management/ Client contact

Data Collection on client portfolios

Checking new business paperwork, banking cheques, scanning documents

Submission of new business to Platform and Off-Platform administration teams

Managing cash balances and cash movements

Updating static information - change of name, address etc.

Preparing valuations

Assisting Advisers with fact find input

Archiving documents

Handling and administration of Incoming and Outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation

Task and workflow management on back office system

Awareness and ability to apply the Practice Manual methodology

Document Management

General ad hoc admin duties

Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability.

Key Competencies:

  • 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

This is a rare opportunity to join a highly regarded company who offer an excellent remuneration package, a supportive and professional working environment and opportunities for progression and development