Senior Client Liaison
£22,000 – £25,000
Recruit UK are working on an excellent opportunity for a Senior Client Liaison in Exeter to join a Financial Management Firm.
This firm is a privately owned Chartered IFA. They provide holistic financial planning, cash flow modelling and investment management. They currently have a 13 person Client Liaison team, an internal accounts team and a highly qualified Investment Committee who run their investment portfolios on a discretionary basis.
They continue to grow through innovation, reputation and acquisition. Their growth has necessitated their move to a bigger office and they’re looking to expand the team with a number of new support roles.
They’re currently seeking an experienced Client Liaison Assistant to join their well-established support team. You will work directly with one of the company Directors and must, therefore, be comfortable communicating and delivering at Director level. You will also be working closely with the paraplanners and other advisers, you must, therefore, be able to prioritise your workload and juggle numerous deadlines effectively whilst delivering on and managing expectations.
What’s in it for you:
- Diary management for the adviser
- Prepare for meetings
- Communicate with clients
- Process business
- Ensure the back office system is maintained accurately
Skills and experience required:
- Flexibility to suit a career in administration or an individual who is looking to progress into paraplanning and/or advising
- Generous salary
- Exam support
- 3% pension contribution
- Social committee budget who organise events and activities throughout the year
Recruiters contact info:
- Highly organised
- Good command of the English Language both orally and written
- Computer literate with good use of Word and Excel
- Financial qualifications desirable
- Experience within administration preferable in an IFA environment essential
Email: [email protected]
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 a Financial Management Firm based in Exeter on a Senior Client Liaison 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 jobs 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.