Client Liaison Assistant

Posted 5 months ago by Meridian Business Support
Location Exeter, Devon Job Type
Salary £19000 - £24000 per annum + Depending on Experience Sector Financial Services

Client Liaison Assistant EXETER IRO £19K - £24K DOE

Do you have Financial Services administration experience preferably within IFA environment and are you keen to progress into a paraplanner or an advisor role?

This a fantastic opportunity to grow your career with an award winning financial services company based in Exeter. My client is a well established and celebrated company looking to expand and grow their business.

I am looking for a Client Liaison Assistant to join a well established support team. You will work directly with one of the company Directors and must therefore be comfortable communicating and delivering at Director level. You will also be working closely with their paraplanners and potentially with other advisers, you must therefore be able to prioritise your workload and juggle numerous deadlines effectively whilst delivering on and managing expectations.

If you are highly organised and perhaps working within a technical administrator role, and have an excellent command of the English language both orally and written along with being highly proficient with the use of Word and Excel this may the opportunity to drive your career.

  • Some financial qualifications would be desirable but experience within Financial Services administration, preferably in an IFA environment, is essential.
  • This role has the flexibility to suit a career administrator or an individual who is looking to progress into Paraplanning and/or Advising.

Please note that due to a high level of applications, we can only respond immediately to applicants whose skills & qualifications are suitable for this position.

If you are curious to know more call Mags on 01392 423301/ 07788978468 or click on one of the "apply" buttons

Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.

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Meridian Business Support


Meridian Business Support was established in 1989 and is one of the largest multi-award winning, independently owned recruitment companies in the UK specialising in permanent positions, temporary a...

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