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 supporting Financial Planners?

Would you like to use and develop your experience of working for an IFA and ideally pensions (!) if such an individual exists? The team would be just as happy with experience of working within a private client or investment team as well!

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

If so our friendly bunch in Bracknell want to hear more about you and your skills. You'll be working in a small and supportive team, so teamwork is key! No two days are the same so you enjoy working in a changing environment where you're happy to pitch in and help your team. We're looking for someone who has recently worked in an IFA environment. You understand what working under pressure is like (!) but would like to do this in a culture that fosters team work.

Duties will include:

• Managing production of meetings packs for the private client team and attending when required

• Being a point of contact for queries, taking ownership of resolving where possible but knowing the right time to escalate

• Coordinate and produce client valuations as part of the advice delivery process

• Maintain client records

• Assisting with reporting, including valuations

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

If this is of interest please get in touch!