Private Client Assistant

4 weeks ago


Leeds, Leeds, United Kingdom Interactive Investor Full time

About the Role:

The Private Client Assistant will play a key role in the delivery of tax, trust, and succession planning advice and services to our clients at Interactive Investor. This involves working alongside specialist advisers from legal, accountancy, and tax backgrounds to provide high-quality documentation and client communication.

Key Responsibilities:

  • Experience of drafting Wills and Powers of Attorney and undertaking executory/probate administration and associated client communication.
  • Understand client needs and apply technical knowledge to deliver high-quality documentation within required timescales, ensuring consistently good client outcomes and high levels of customer satisfaction.
  • Achieve performance targets, including quality and quantity of output, client experience, and compliance.
  • Maintain own technical knowledge.

Requirements:

  • Quick and accurate with excellent attention to detail.
  • Ability to quickly build relationships with the Private Client Advisers and integrate into the team.
  • Organised self-starter who can effectively manage time and workload, be proactive when appropriate, to take responsibility and ownership for actions.
  • Friendly, enthusiastic, committed, and able to connect to colleagues and clients, establishing credibility and consistently providing excellent client service.
  • Good numeracy, literacy, and IT skills with excellent verbal and written English.

About Us:

Interactive Investor is a leading investment platform with over 420,000 customers. We offer a wide range of investments, including shares, funds, trusts, and ETFs, with a low, flat monthly fee. Our award-winning customer service team is available to help with any queries, and our expert team of journalists provides regular news and insights to help investors make informed decisions.



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