Client services , sales support assistant , ifa support

28-35 K salary (pro-rated) **This is a 6 Month FTC** The Client Our client is a boutique wealth management company, highly recognised and fantastic reputation.

The Role 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.

The Candidate 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 & Power Point Willingness to learn and acquire knowledge of current industry legislation and products relevant to IFA community.

Effective verbal and written communicator with ability to work with and develop relationships with both internal and external persons.

Be detail orientated with the ability to manage workload effectively.