Client Services Assistant

2 days ago


Leatherhead, United Kingdom Optima Recruitment Full time

**Client Service Assistant**

Our client, a prestigious wealth management practice based in Surrey is looking for an outstanding Client Service Assistant who has the diligence to become a value member of a client focused financial planning firm.

Working with the Client Service team

Administering new client pensions, investment and risk contracts

Servicing existing client arrangements

Conduct effective liaisons with product providers and strategic partners

Updating client and product records

Taking on ad hoc project work and various administrative duties in the office offering you exposure to the full range of our business activities

**Person Specification**:
Good level of education, graduates with a relevant degree will be considered

Previous experience at an IFA or Wealth Management Firm or evidence of interest in Wealth Management

Excellent communication skills, in writing, on the phone and face to face. You will need to have the confidence to communicate effectively with people of all levels.

Confidence with numbers, strength in producing precise and accurate documentation and record-keeping.

The ability to prioritise and organise your workload to meet deadlines.

A professional manner, positive attitude, self-motivation and proactive approach.

The ability to work well within in a team as well as independently.

Experience with Advisor Office or a similar Financial Services back-office system would be beneficial.

A high level of proficiency with Microsoft Office products.

The ability to familiarise yourself with new technology quickly and efficiently.

**Additional Information**:

- Based in Leatherhead - 1 day a week working from home if desired
- Monday to Friday, 9-5.30
- £24,000 - £26,000
- Support for acquiring professional qualifications (diploma in financial planning) if desired
- 22 days holiday plus bank holidays
- Free parking

Refer a friend and earn £100 If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of yourchoice

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.



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