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    Client Services Administrator/Sales Support/ IFA Administrator - London, United Kingdom - JJ SEARCH LIMITED

    JJ SEARCH LIMITED
    JJ SEARCH LIMITED London, United Kingdom

    6 days ago

    Default job background
    Description
    This is a 6 Month FTC*

    Our client is a boutique wealth management company, highly recognised and fantastic reputation.

    The Client Services Assistant / Sales Support Assistant will provide general and administrative support to the Business Development & Model Portfolio Service team ensuring that the administrative needs.

    The Client Services Assistant / Sales Support Assistant will work closely with both London and regional based Business Development Directors, Financial Advisors, and the Model Portfolio team.

    The Client Services Assistant / Sales Support Assistant will provide administrative support to the Business Development Directors, including but not limited to, account opening, payments, valuation, and web access requests.

    Deal with IFA queries relating to literature and platform queries, in addition to any ad hoc queries from both IFAs and clients on adviser payments, valuations, etc.

    The Client Services Assistant / Sales Support Assistant will be responsible for ensuring that all client/adviser related tasks are completed accurately, efficiently and in a timely manner.

    The Sales Support Assistant provide ongoing support to the office as a whole responding to client/adviser queries and resolving any potential issues.

    1-3 years' experience in a Client Services, IFA support, Sales support role, administrative support role in Financial Services

    Experience of Microsoft Office skills Excel, Word & PowerPoint

    Willingness to learn and acquire knowledge of current industry legislation and products relevant to IFA community.
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