Client Services - Investment Management

Sophisticated Recruitment are working with a large investment management company to hire a client services advisor for their office in Bristol. Our client work on a hybrid basis between the offices in Central Bristol and working from home. You must be able to commute to Bristol in order to be eligible for this role.

Responsibilities To provide support as required to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCAs rules and company procedures. Some of the typical duties are as follows; Ensuring all client and plan information is up to date on IO Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting.

Upload to IO once received. Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans Validating all fun...