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.


•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