Financial Advisor Assistant

  West End      Up to £30000 per annum

up to 30K - West End - Investment Management - X_QJG25943

An international investment company with a reputation for delivering excellent service to their clients is seeking a qualified Financial Advisors Assistant to join their team in the West End. You will provide full support to one or more Financial planners, ensuring client satisfaction through direct contact with clients and other operational colleagues, while adhering to regulatory standards.


* Proactively develop and maintain effective relationships with clients, colleagues and third-party firms
* Point of contact for all client servicing and new business queries
* Preparation for client meetings and attend as and when required
* Provide the business support necessary in meeting strategy and business objectives as required
* Process all business in accordance with required processes and proactive pipeline management
* Prepare and print illustrations, key features and applications as required
* Maintain care systems ensuring that all tasks are carried out and completed in line with company policy and procedures
* Request policy information from third party policy providers
* Coordinate and produce client valuations as part of the advice delivery process
* Maintain client records in accordance with internal compliance requirements
* Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients
* Maintain an awareness of, and act in accordance with all compliance and legislative obligations
* Cover front of house responsibilities as and when required.

Skills and qualifications

2-5 years of operational experience within the financial services industry

A proven strong ethic of client service

Excellent standard of education ideally with Certificate in Financial Administration is desirable

Microsoft office system experience

Location West End
Salary Up to £30000 per annum
Type Permanent
Category Admin and Secretarial

Apply Now: Financial Advisor Assistant

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Tay Associates
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“I love the ‘feel good factor’ involved with working alongside candidates to find their perfect role at whatever stage they are at in their career, you can’t beat that buzz!”
Lucy McInerney FIRP, Senior Associate


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