Advisory Assistant

This role is designed for an ambitious individual who wants to assist experienced Financial Advisors in delivering exceptional client service.

The ideal candidate will have excellent analytical skills, be highly organised and able to develop tailored client recommendations.

Key Responsibilities:

• Work closely with Financial Advisors to research and prepare comprehensive financial plans for high net worth individuals and SMEs.
• Develop and maintain accurate and detailed records of client interactions and correspondence.
• Provide outstanding customer service and build strong relationships with clients.

Requirements:

• Bachelor's degree in a relevant field (e.g. finance, accounting)
• Excellent communication and interpersonal skills
• Able to work accurately and efficiently in a dynamic environment
• Familiarity with industry software and systems

Salary Range: £55,000 - £75,000 per annum depending on experience

Premier Jobs UK Limited prioritises employee satisfaction and rewards them with a competitive salary package.