Personal Client Assistant - Glasgow - £20k

5 days left

Recruiter
Verridian
Location
Glasgow
Salary
18000.0000
Posted
29 Apr 2017
Closes
29 May 2017
Contract Type
Permanent
Hours
Full Time

You have the opportunity to join a leading Wealth Management Company as a Personal Client Assistant.

The role of PCA is to support advisers and clients alike in their goals. The role will encompass both new business and client servicing.

Core Duties

  • 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
  • Data Collection on client portfolios
  • Checking new business paperwork, banking cheques, scanning documents
  • Submission of new business to Platform and Off-Platform administration teams
  • 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
  • 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

You will be provided with a salary in the region of £20k + PMI, Income Protection, Life Cover and Pension.