My client has been serving clients for almost 40 years, enriching lives, building security, and providing reassurance beyond numbers. They specialise in engaging clients with their finances, deeply understanding their needs, educating them about financial matters, and partnering with them to deliver tailored solutions.
At the core of their business are values such as:
Nurturing Relationships: Trust, transparency, and collaboration with clients and colleagues.
Navigating Futures: Guiding clients through complex financial landscapes with clarity and expertise.
Client-Centred Excellence: Placing clients' unique needs at the forefront, offering personalised advice and exceptional service.
Thriving Together: Pursuing excellence, making each step an enjoyable journey for the team and clients, with a focus on the value they bring.
The Role
The Client Support Team is essential to the success of the business, serving as the first point of contact for clients and providers. The role involves administrative support of the highest standard to ensure regulatory requirements are met throughout the client journey.
Key Responsibilities:
* Efficiently process new business, including research, trades, fund switches, and liaising with product providers.
* Provide administrative support for valuations, transfers, and client reviews, assisting advisers in delivering efficient and effective client meetings.
* Act as a link between the client and adviser, keeping both parties updated on their financial matters.
* Ensure client information is updated, accurate, and compliant with regulations.
* Provide post-meeting administrative support, ensuring work is completed within agreed timescales.
* Report any complaints, breaches, or losses to the Commercial Director to ensure swift resolution.
* Maintain and develop industry knowledge to stay current with developments, and support process improvements and business projects.
Skills, Qualifications, and Experience:
Strong prioritisation, organisation, advanced IT skills, and the ability to maintain effective relationships with clients and advisers.
Desirable: Experience in financial advising, specific industry knowledge, or qualifications such as the Certificate in Financial Administration. Familiarity with systems like Intelliflo Office or The Openwork Partnership’s ConcertHub is a plus.
Rewards and Benefits:
* 23 days' holiday (plus public holidays) with the option to adjust.
* Private medical insurance after 6 months of service.
* Hybrid working (1 day from home per week) and flexible working for appointments.
* Support for professional development, discounts on services, and a referral scheme.
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