Private Client Assistant

7 days ago


Nuneaton, Warwickshire, United Kingdom Countrywide Tax and Trust Full time

The position involves showcasing the company's services professionally and in compliance with FCA standards.



  • Starting off as an IFA Administrator to assist the Paraplanners and collaborate with Private Client Advisers, with the opportunity to progress to a Paraplanner role.
  • Responsibilities include handling letters of authority, withdrawals, valuations, and client queries, as well as preparing annual review and meeting packs for IFA's.

Develop a solid understanding of pensions, investments, protection, and corporate schemes.



  • Prepare annual review packs for clients and Private Client Advisers, supporting them throughout the review process.
  • Show unwavering commitment to transparent and ethical business practices as per regulations.
  • Assist Paraplanners in conducting research and analysis to address client requirements and goals.
  • Support Paraplanners in creating client financial plans and suitability reports.
  • Collaborate with Paraplanners and Private Client Advisers to identify client objectives and gather necessary information for financial reports.
  • Enter data into the back-office system, ensuring it remains updated at all times.
  • Engage in continuous professional development to maintain best practices and personal growth, staying current with knowledge and maintaining records for review.
  • Participate in client meetings with Financial Planners when necessary.
  • Demonstrate strong communication skills via phone, email, and other channels.
  • Collect information, quotes, illustrations, and product details for analysis and comparison.
  • Utilize Company Systems to input Will and Trust cases for Private Client Advisers.
  • Show unwavering dedication to transparent and ethical business practices in compliance with regulations.
  • Provide relevant recommendations for enhancing services.
  • Attend and complete required training sessions.
  • Show support for the Firm's growth and principles.

Strong administrative capabilities and keen attention to detail.



  • Ability to learn various software applications utilized within the company.
  • Effective verbal and written communication skills are essential.


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