Client Services , Sales Support Assistant , IFA Support
City of London, London, United Kingdom
JJ Search Ltd
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 Assistantwillprovide administrative support to the Business Development Directors … 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 more »
Employment Type: Contract
Rate: £28,000
Posted: