Personal Client Assistant

Job Title: Personal Client Assistant
Contract Type: Permanent
Location: Northwich, Cheshire
Salary: £18500 - £21000 per annum + Benefits
Reference: 10237/001_1502287491
Contact Name: Jane Paton
Contact Email:
Job Published: August 09, 2017 15:04

Job Description

Our client is an established asset manager, providing Investment and Financial advice. They are looking to expand their current team.

Job Purpose:

The role supports advisers and clients alike in their goals. Reporting to the Assistant Manager within Adviser Practices. Adviser and Client Support for new business and client servicing.

Main 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
  • 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

Skills & Experience required:

  • Previous financial services experience
  • 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