Personal Client Assistant – Regarded Financial Advice Firm
Salary
18k - 20k
Location
Northwich
Job Type
Full Time
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Our client is a specialist financial services group which makes loans, trades securities and provides advice and investment management solutions to a wide range of clients. They have got a great opportunity to take on an experienced Personal Client Assistant/ IFA Administrator, to support their advisors and clients alike in their goals, ensuring that a competent service is delivered at all times.
Reporting to the Senior PCA or Personal Client Manager, you will be responsible for preparing valuations, assisting advisers with fact find input, archiving documents, handling administration of incoming and outgoing communications, general adhoc duties and liaising with colleagues to ensure success and operational efficiency and profitability.
To be considered for this role, the successful applicant will have;
- Previous financial services experience is preferable.
- Excellent attention to detail and ability to multi-task.
- Good IT Skills and knowledge of systems.
- Strong team player skills.
- Good verbal and written communication skills.
- Excellent record keeping and reporting capabilities.
- Proactive nature to gain efficiencies
- Drive and determination to use Initiative and complete tasks to desired timescales.