Client Delivery Associate - City of London, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

City of London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are looking to recruit a Client Delivery Associate for an award-winning team of Independent Financial Advisers in London who provide a personal, independent and bespoke wealth management service to high net worth clients.

This role is suited to someone who has gained operational experience within a Financial Planning or investments management organisation.

You will be provided with the opportunity to develop your career within the firm through access to paid-for exams and yearly assessment centers to see if you are suitable for developing your route to Paraplanning or Advising.

Responsibilities:
To be the first point of contact for clients

Provide excellent telephone-based service to clients both external and internal together with third-party providers.

Arrange client meetings and prepare client meeting packs to support allocated adviser(s).

Ensure that financial transactions are completed correctly and files are fully FCA compliant.

Liaise with clients, solicitors, and accountants as necessary in order to obtain relevant information and resolve queries.

Handlethedistributionoflettersofauthorityandcorrespondencetoclients,professional introducers, and other third parties where appropriate

To be considered
Strong operational experience within the Financial Services industry.