Investment Platform Client Care Specialist

5 days ago


Leeds, Leeds, United Kingdom Interactive Investor Full time

Company Overview

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Interactive Investor is a 30-year-old investment platform that offers a unique combination of a low, flat monthly fee and access to a wide range of investments.


We are seeking an experienced professional to join our team as a Private Client Assistant, working closely with specialist advisers to deliver tax, trust, and succession planning advice and services.


The ideal candidate will have experience in drafting Wills and Powers of Attorney, a strong understanding of client needs, and the ability to achieve performance targets.


Key skills required include quick and accurate work, excellent attention to detail, building relationships with the Private Client Advisers, and effectively managing time and workload.


Job Description

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The Private Client Assistant role involves providing high-quality documentation within required timescales to ensure consistently good client outcomes and high levels of customer satisfaction.


The successful candidate will be responsible for maintaining technical knowledge, achieving performance targets, and delivering excellent client service.


Skills and Experience

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  • ">
  • Quick and accurate with excellent attention to detail.">
  • Ability to build relationships with the Private Client Advisers and integrate into the team.">
  • Organised self-starter who can effectively manage time and workload.">
  • Friendly, enthusiastic, committed, and able to connect to colleagues and clients.">
  • Good numeracy, literacy, and IT skills with excellent verbal and written English.">
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Benefits

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This role offers a competitive salary and a collaborative work environment. We value our employees' skills and expertise and offer opportunities for growth and development.


Salary: £45,000 - £65,000 per annum based on experience.



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