Client Adviser Assistant

Consulting & Corporate
January 17, 2024

Job Description


Job title: Client Adviser Assistant

Company: Core-Asset Consulting

Job description: Job Description:

Core-Asset are working on an exciting opportunity for a Client Adviser Assistant to join a boutique investment management firm in the Edinburgh city centre. The role will entail supporting advisers with a variety of administrative and operational tasks. Fantastic opportunity to join a renowned firm in a varied role with the opportunity to grow and take on professional qualifications.

Essential Skills/Experience:

  • Experience working in financial services and a broad knowledge of financial markets
  • Excellent written and spoken English
  • Proficient use of MS Office suite especially Excel
  • PowerPoint skills
  • Familiar or willing to learn to use of office systems
  • Relevant CISI or equivalent qualifications or prepared to study for professional

Core Responsibilities:

  • Preparing marketing presentations
  • Preparing account opening paperwork
  • Obtaining all relevant client identifying documentation
  • Populating the CRM system with relevant client information
  • Setting up accounts with custodians and strategic partners.
  • Drafting of suitability letters and advice notices for client advisers
  • Arranging annual reviews with clients and preparing meeting packs
  • Drafting post meeting review notes and ongoing suitability confirmations
  • Updating & maintaining client records in the CRM system
  • Drafting client instructions for payments and security transactions
  • Preparing adhoc valuations and performance reports (LIPPER)
  • Populating proprietary liquidity and cashflow modelling tools
  • Liaising and providing 3rd party tax advisers and accountants with annual tax packs from various custodians and investment managers.

Benefits:

  • A highly competitive salary
  • Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 15552

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.

By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

INDPERM

Expected salary:

Location: Edinburgh

Job date: Sat, 13 Jan 2024 23:27:23 GMT

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