Michael Page: to our clients, we?re the household name

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Junior Client Advisor

Wealth Management

London

Permanent ⁄ £30000 - £35000

Updated September 18, 2008


The Junior Client Advisor, based in London will ideally be awell-educated experienced client focused financial services professional who is lookingto join an extremely highly focused and successful private client asset management team, based in central London.
The individual will be responsible for liaison with both clients and the client advisors in a technical support capacity and the preparation of client proposals, KYC and other administrative duties.

Who we're looking for
• A good knowledge of all aspects of financial planning (particularly OEIC's, investment and protection).
• Practical in-depth experience of writing bespoke client reports/suitability letters and preparation of new business proposals.
• Proven inter-personal and strong client facing communication skills.
• Strong time management and organisational skills.
• Previous sales support experience within an IFA practice dealing with high net worth clients.
• CF30 or FPC 1-3 minimum and ideally to be G10/G60 qualified.
• Proactive Team Player

About our client
Our client is a private, independent wealth management company.Their investment professionals provide a wide range of wealth management strategies for individuals and institutions. Devising a bespoke investment plan for each of our clients and, thereafter, monitoring and proactively managing it within an efficient tax structure is the very core of our service and our expertise.

They are an independent private asset manager with over £21 billion under management.

What's on offer
£30,000 - £35,000 + Bonus

Michael Page Contact
For further info, apply or phone on 020 7645 1447.  Job Ref: 13006507
Your application will be sent to Timothy Johnson.

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