Personal Finance Assistant

5 days ago


Liverpool, United Kingdom Purchasing Professionals Full time

**Do you have experience of client relationship management or Financial Services?**

**Are you possibly a Graduate with a finance or business related degree?**

**Are you looking to move into a role within Financial Services? If so, please read on**:
To be considered for this role, applicants will have a customer focussed attitude along with, strong written and verbal communication skills, excellent working knowledge of Microsoft Word & Excel, strong numerical, analytical and problem solving skills andthe ability to work to tight deadlines.

**The successful individual will be responsible for the following**:

- Liaising with existing clients handling technical queries in matters relating to the management of their personal wealth
- Liaising with professional investment advisers and portfolio managers in order to provide clients with support
- Diary and activity management using internal systems
- Overseeing the timely preparation and delivery to clients of their personal investment reports within internal SLAs
- Overseeing the timely preparation and delivery to clients of their personal pension transfer and management reports

**Desirable skills/experience**
- Experience of client relationship management
- Experience within financial services ideally
- Awareness of UK regulatory environment
- Professional financial services qualifications
- Willingness and desire to study towards and attain professional financial qualifications
- Aspirations to succeed and develop a rewarding career that can lead to significant personal progression.

This is a fantastic opportunity to join a fast growing organisation who can offer job security, a long term career along with a welcoming and friendly working environment.
- Purchasing Professionals is an Independent Recruitment Company specialising in all Head Office vacancies including Accountancy & Finance, Financial Services, HR, Procurement, Operations, Logistics, Legal, Property, E-Commerce, IT, Customer Services,Marketing, Commercial and Business Support, from Trainee to Director level._


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