*Location: North London
*Job Type: Full-time
We are seeking a dedicated Client Services Assistant to support a team of financial advisers in meeting their FCA regulatory obligations and ensuring excellent client service is maintained across the company.
This role is ideal for someone with a keen eye for detail and a strong understanding of financial services on-the-job training will be provided.
Day-to-day of the role:
*Work closely with three financial advisers to ensure compliance with FCA regulatory obligations and ongoing client commitments.
*Complete post-meeting tasks, including updating of MI data and information.
*Attend client meetings to assist with information gathering and clarification of existing information, enabling the delivery of advice and recommendations.
*Ensure client files are up-to-date, including following up on outstanding information or details missing from existing files.
*Maintain professionalism and courtesy in all dealings with customers.
*Update Factfinds and the IO (back office) system, including tasks and notes.
*Assist with ad-hoc tasks and requests as needed.
Required Skills & Qualifications:
*High School education is essential; a University Degree is desirable.
*Working knowledge of Microsoft Office suite.
*Experience or knowledge of IFA/Financial Services products is preferable but not required.
*Excellent communication skills.
*Strong attention to detail and analytical ability.
*Flexibility and adaptability in dealing with various clients and scenarios.
*Self-motivated and proactive.
*Maturity to understand the significance of the role in the ongoing advisory process.
Benefits:
*Competitive bonus structure.
*Pension as per Auto Enrolment.
*Death in service benefits.
*Income protection.
*Work from Office environment.