Our client is a partnership of complementary skills that brings together all that is needed for the management of personal financial assets for individuals and families.

They have considerable experience and understanding of pensions, estate and financial planning, investment strategy and fund selection, as well as a passion to give clients the best advice possible, and to serve them well.

They are seeking an enthusiastic and high standard Client Services Advisor responsible for the following duties:

• Providing complete support to the client from production to evaluation
• Managing the CRM system and ensuring that all data is uploaded correctly
• Building and maintaining excellent relationships with Providers

The ideal candidate must have:

• Impeccable Diary Management and Excel skills
• Excellent verbal and written communication skills
• A proactive attitude and the ability to multi-task

Testimonials:

“I recently had the amazing opportunity to complete a two-week internship. I was warmly welcomed into a committed, hardworking team that were of great assistance to both me and their clients. Their meticulous attention to detail impressed me and I adapted quickly and easily, with the help and support of everyone in the team. I thoroughly enjoyed my experience here and would have no hesitation in recommending them to potential clients and employees.”

Amelia – Intern

“As a law student, entering into the financial world was a daunting prospect, but one that I felt would strengthen a range of numeracy and interpersonal skills, whilst better preparing me for a career in the City. Though I had very little experience, the benefits of a close-knit team became immediately apparent at this fantastic company. I was given one-on-one training with different members of the firm and became an integral cog in the company machine from the first day. It is a firm that focuses primarily on people, and this is evident not only by the way they treat clients, but by the way they treat colleagues too. My internship here has given me financial knowledge and exposure for which I am extremely grateful, and will be invaluable in the future."

James - Inter