About Lombard Private Clients:
We are on a mission to help private client families secure their financial future. We're passionate about helping entrepreneurs and families get clarity and build a financial life plan.
Our values are:
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Clarity
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Simplicity
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Impact
Job Outline:
We are looking for a driven individual to join our growing team. This is a junior role ideally suited to someone that would like to build a career in the investment industry, with the opportunity to grow in a supportive and nurturing environment.
The Role:
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To deliver first-class communications for our clients and prospects that are mix of city professionals, entrepreneurs, and private client families
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Help deliver our workflow to maximise the team's output and results
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Proactively drive the team forward by promoting efficient collaborative working
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Assist the team day to day in a structured way of working using technology to enhance productivity
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Engage our existing clients and develop strong relationships with target audience community
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Report regularly to colleagues on the team's overall output
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Contribute to team strategy and promote a fun working environment
What are we looking for in you:
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You are a driven individual looking to build a career at a high-performing private client business
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A resourceful person with excellent attention to detail, the ability to use data effectively
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You are curious, creative and collaborative with a willingness to start conversations, get stuck in and thrive in a continuous improvement culture
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Naturally personable, a great communicator, and passionate about doing a great job whilst enjoying day-to-day working life
Experience & Skills:
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Experience in financial services desired, but not necessary
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Excellent literacy, with an understanding of social media & Comms
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Ability to understand data and effectively use it for analysis and marketing purposes
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Strong organisational skills with excellent attention to detail
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A self-starter with the ability to work independently and as part of a team
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Confident communicator, independent thinker with a passion for administration
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Relevant experience using salesforce, CRM, LinkedIn, AI, comms/creative tools
What's in it for you:
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Opportunity to join an award-winning team of professionals
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Work with a naturally friendly team of motivated ambitious people
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Be in an environment where you make an impact
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Competitive remuneration package
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Support to complete professional qualifications
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24 days holiday + bank holidays + birthday
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Pension and incentives