Private Client Personal Assistant/administrator

4 weeks ago


Henley on Thames, United Kingdom Courtiers Full time

We are looking for a suitably experienced and qualified individual to join the Personal Wealth Management Team based in our Henley office.

**Main Purpose of the Role**:

- To provide back-office administration for a Chartered Financial Planner
- To attend Client meetings with the Chartered Financial Planner to take notes and provide administrative support

**Additional Responsibilities**:

- Must be able to attend meetings outside of the offices or at other sites
- Generate and Updating Fact Finds and Client Servicing Notes on Intelliflo
- Management of client servicing activities and workflows on Intelliflo
- Client contact and liaison
- Creating and distribution of packs for the Adviser in support of the Advisory Support Administration Team
- Liaising with Advisers and Paraplanning Team in order to facilitate good services and delivery at all times
- Management of the Chartered Financial Planner diary/calendar
- Check and ensure Client Reports meet the expected standards prior to meetings
- General Administration duties to support the Chartered Financial Planner



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