Job Summary
This is a fantastic opportunity for a professional who enjoys delivering exceptional client service and thrives in a structured, detail-oriented environment.
Key Responsibilities
* Prepare comprehensive client review packs in advance of meetings, ensuring all documentation is accurate and complete.
* Maintain and update client records across back-office systems, platforms, and planning tools.
* Act as a professional and friendly point of contact for client enquiries, delivering excellent service.
* Support the annual review process by coordinating meeting schedules, documentation, and follow-up actions.
* Ensure all client files are fully compliant, including up to date risk profiles, data gathering, and supporting documents.
* Assist with general administrative tasks such as managing correspondence, handling calls.
Requirements
* Experience working in Financial Services and a desire to pursue a career in this industry.
* Strong analytical skills with the ability to interpret financial data and support informed decision making.
* Excellent verbal and written communication skills, with a natural ability to build rapport with clients.
* A proactive, solution focused mindset and a strong commitment to delivering exceptional client service.