Associate - Client Delivery


This vacancy is now closed


Would you describe yourself as someone who thinks on their feet and loves handling a high volume of work that supports Financial Planners?

Would you like to use and develop your existing experience of working for an IFA and ideally pensions (!) if such an individual exists?

Do you have recent and demonstrable experience of working with private clients?

Do you like using your positive personality to engage with clients and colleagues?

If so our friendly bunch in Liverpool are keen to find about you and your skills. The team are outgoing and looking for a dynamic personality with recent experience in an IFA environment. If this sums you up to a tee then apply you could be one step closer to working with a busy team who rely their team of Associates using their organisational skills to support busy Financial Planners who need their time managed and clients nurtured. Delivering 5* customer service comes naturally to you as does being on the phone!

Duties will also include:

  • Managing production of meetings packs for the private client team
  • Being a point of contact for queries, taking ownership of resolving where possible but knowing the right time to escalate
  • Assisting with reporting, including valuations

You know your way around Microsoft Office and if you happened to be working towards your Certificate in Financial Administration right now, that would be a bonus!

You would be encouraged to show your initiative and propose ideas for improvement as well as use your judgement to problem solve.