Private Client Support

7 days ago

Skipton, North Yorkshire, United Kingdom Simon Lincoln Recruitment Solutions Ltd Full time

PURPOSE OF JOB:


Dedicated support for the day to day administration of the practice to include regulatory requirements, client servicing, system administration and diary management.

Accountability for specific cases, tasks and deadlines in relation to submit any business in line with company procedure and service level agreements to meet and exceed the targets set bDiary management to prioritise workload in line with the adviser's/team commitments and be efficient with the passing and receiving of information.

Key Responsibilities

To assimilate and segregate information gathered on the factfind.

To liaise with the Adviser and Client as appropriate to fill any information gaps.

To work within and stay up to date with changing internal processes and compliance guidelines.

Ensuring that the CRM system is fully updated.

To support the Adviser by dealing effectively with the day to day administration.

To assist the Adviser to take the business forward with creativity and positivity to safely meet the Adviser goals.


To implement, operate and maintain (as directed) effective systems, processes and procedures which enable the Adviser to optimise client meetings.

To monitor client reports and identify challenges/opportunities to grow the business.

To support the business in tracking compliance, licensing, CPD, regulatory and legislative requirements.

To communicate effectively within the Practice, to clients and third parties verbally and in writing.


Support the Adviser to ensure the end to end business process is adhered to and tracked efficiently in line with company and regulatory standards.

Support the Adviser to ensure all relevant information required for writing the client report is available.

Maintain accurate and up to date client information on the company systems.

To support the Adviser in establishing and maintaining effective relationships with business assurance/management.

Involvement in client entertainment events.


Dealing with ad-hoc requests and day-to-day administration for the department, as directed (for example, sending Tax-Free Cash questionnaires to clients and managing this through to adequate receipt).

Producing analysis using Financial Express Analytics to compliment client reports.

Other administrative tasks, including administration work relating to Adviser and support teams, as directed by senior staff. Helping to drive the business forward with creativity and positivity to safely meet the practice goals.

Attend forums and workshops as appropriate.

Analytical, with good attention to detail and a willingness to learn and develop.

Accurate and consistent in all areas especially in client facing material.


Projecting a professional image in both appearance and attitude to provide quality support on time to agreed standards across the practice.

The ability to manage conflicting demands in a calm, friendly and non-judgmental manner.

Able to maintain a positive 'can do' attitude.

Open to change/new ideas. Ready to go the extra mile and respond quickly and flexibly when called upon.

A clear communicator with good written English who is comfortable with face-to-face and telephone interaction.

Broad experience of Microsoft Office (Word, PowerPoint, Excel).

Knowledge of related regulation and legislation and the willingness to progress professional learning including by examination.

To project a professional image in both appearance and attitude to provide quality support on time to agreed standards.

Qualifications and educational requirements

A Level Mathematics & English to grade B minimum.

A relevant university degree and/or progress towards the Diploma in Financial Planning would be of benefit.

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