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- Serve as the first point of contact for client queries, resolving issues promptly.
- Build strong relationships with clients and attend meetings when needed.
- Organize and manage client meetings for a seamless experience.
- Prepare client documentation before and after meetings.
- Manage client needs and expectations to ensure satisfaction.
- Provide ongoing support, keeping clients informed and confident in their financial plans.
- Ensure timely delivery of services as per client agreements.
- Track and address action points from client meetings.
- Previous experience within Financial Services, ideally in wealth management settingÂ
- Excellent written and verbal communication skills.
- High level of professionalism and integrity.
- Strong organizational skills and attention to detail.
- Proficiency with Microsoft Office and diary management.
- A well-presented, positive, and team-oriented individual.
- Salary range: £30,000 to £35,000
- Company pension
- Death-in-service coverage
- Private medical insurance
