We are looking for a Client Assistant

The Role: Client Assistant

We have a full time position for Client Assistant to provide support on the administration side of the business.

Responsibilities:

•Submission of mortgage, pension, investment and protection cases

•Contacting and liaising with lenders and providers for updates

•Prepare weekly pipeline reports

•Assisting with the preparation of client annual reviews

Package & Benefits:

• Full Time position

• Permanent Contract

• 9am-5pm

• Hybrid working

• Holiday pay

• Company Pension

• Company Private Medical

• Competitive salary plus bonus

Candidate requirements:

• Previous experience preferred but not essential

• Must be IT literate

• Good communication skills

• Comfortable working in a small team