Victoria, Central London
Hybrid 4:1
A fantastic opportunity has arisen for someone who is eager to kickstart their career in the financial services sector as a Client Analyst working for a boutique, wealth management firm in the heart of Victoria. This role comes with excellent benefits, fabulous culture and opportunity for career progression!
Key Duties for the Client Analyst
- Client and prospect meeting preparation
- Client and prospect meeting follow up
- Handling client calls and queries
- Supporting the wider team
- CRM record-keeping and Client Annual Review process
- Managing the Advisory Investment Dashboard
- Supporting Advisers on their Business Plans
- Assist with client onboarding
- Providing cover to Team Assistant, when required.
The Ideal Client Analyst
- Excellent communicator verbally and in written form
- Team player, with the ability to work alone when required
- Strong attention to detail
- Well presented and professional
- Highly organised and thorough
- Moderate/advanced Excel, PowerPoint and Word skills
- Inquisitive, with a strong desire to learn and develop
Benefits for the Client Analyst
- Core office hours 0830-1700 Monday to Friday
- 1-day WFH
- 25 Days holiday + bank holiday and Xmas/NY shut down
- Pension 6% Employer
- Death in Service x4 salary
- Private medical, dental, optical
- Regular social events, offsites and trips abroad!
If you are interested in this Client Analyst role, apply today!
We appreciate every application but are unable to respond individually to everyone due to the high volumes we receive.
