Client Liaison Officer

3 weeks ago


Harrogate, United Kingdom Hutchinson Wealth Management LTD Full time

**Job title**:PA

**Location**:Harrogate

**Salary: 23000 Pro Rata**

**Contract**:Permanent

**Hours**:Part Time - 15 Hours per week

**The Opportunity**

An exciting new opportunity has arisen for a PA to join a busy and growing team within Hutchinson Wealth Management LTD who are a highly successful Appointed Representative of St. James’s Place Wealth Management Plc.

St. James’s Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a range of investment and retirement products and financial solutions to a high net worth client base. St. James’s Place Wealth Management has funds under management in excess of £90bn.

The office is easily accessible from motorway/rail and neighbouring towns. This is an exceptional opportunity to join a reputable firm who believe in employee development.

**The Role**

Your main role will be largely telephone based and involves booking review meetings with existing clients for the current Advisers in the office. There is no sales or cold calling involved. The practice currently has a review system to ensure all clients are offered a review on an annual basis and you will be responsible for contacting clients and ensuring the client review system is maintained and updated accurately. You will also provide efficient administrative support to the Client Service Manager and Advisers within the Practice in respect of the servicing of existing clients. You will handle queries from clients and third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner.

**The Person**

**How to apply**

Please send a cover letter with your CV.

**Job Type**: Part-time

**Salary**: £9.00 per hour

**Benefits**:

- On-site parking

Schedule:

- Day shift

Supplemental pay types:

- Bonus scheme

Work Location: One location



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