Client Liaison Assistant

Job Title: Client Liaison Assistant Industry: Financial Services Location: Exeter, Devon Salary: £23,000 – £27,000 Reference Number: 14191 Job Description: Do you have exceptional organisation skills? Are you driven and motivated to succeed in the industry? Do you always put clients’ needs first? If so, we’re working on the role for you! Recruit UK are working on an excellent opportunity for a Client Liaison Assistant to join an Independent Wealth Management firm. In order to succeed within the role, you will need to have a keen eye for detail, be able to prioritise tasks and manage your workload efficiently. Your duties will include:

• Managing advisers diaries including booking meetings on their behalf
• Be the first point of contact for client queries, including change of address or bank details, income or withdrawal queries
• Drafting file notes following client telephone calls and saving to the client file
• Maintain a central to-do list
• Prepare portfolio valuations and investment analytics for reviews and client meetings
• Collate policy information for prospective clients
• Enter new investments on the back office database, prepare pension and life assurance schedules
• Obtain illustrations and prepare application forms for financial reports
• General administration including processing new business, dealing with probate administration, fund switches, maintain internal registers and the back office system, including ensuring all compliance documents are in date and valid.

  What’s in it for you:

• £23,000 – £27,000 salary dependent on experience
• Pension contribution upon completion of probation matched up to 3%
• Discretionary bonus up to 6%
• Exam support should you wish to partake in qualifications

  Skills and experience required:

• Ability to juggle numerous tasks and manage a heavy workload
• Ability to prioritise and ask for help if required
• A keen eye for detail
• Good spelling and written English required
• Good use of Word, Excel and the ability to learn new software systems, for example, their back-office system Durell
• Financial services experience is essential

About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Wealth Management firm based in Exeter on a Client Liaison Assistant role.   Our commitment to you

• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the job market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.