Personal Client Assistant

Nelson Scott
02 May 2017
02 Jun 2017
Contract Type
Full Time

About the Role

The role of Personal Client Assistant (PCA) supports advisers and clients alike in their goals. Personal Client Assistants report into Senior Personal Client Assistants (SPCA) or the Personal Client Assistant Manager (PCAM) within the Adviser Practices.

  • 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.

About you

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

Ability to demonstrate an understanding the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.

Rewards and Benefits

Discretionary Annual Bonus

Pension - Group Stakeholder Pension Plan provided by Friends Life; 5.3% employee and 10% employer contribution

Life assurance - 4 times annual salary

Private Medical Insurance

Annual Leave - minimum of 25 days as standard with the opportunity to buy up to 5 day's additional annual leave every March

Plus further benefits including competitive family friendly offering , information available upon request