Client Support Associate

7 days ago


Poole, Poole, United Kingdom Hays Specialist Recruitment Limited Full time

An exciting opportunity has arisen for an experienced Client Support Associate/Financial planning administrator to join the Business Support Team at one of the top IFA firms in the UK in our Poole offices.

Job Purpose

As a Financial Planning Support, you will support the Financial Planning Team in a leading international professional services firm in achieving objectives in winning new clients and providing an outstanding service to clients. You will be responsible for co-ordinating all aspects of workflow from a client facing perspective, whilst assisting planners in establishing and retaining effective relationships with their clients.

Role & Responsibilities

  • To ensure records are maintained and information accurate on Intelligent Office in order to allow work to be logged, tracked and internal records/management information to be kept updated.
  • To ensure files and store records are held in accordance with internal standards so they can be accessed and/or retrieved in an efficient manner.
  • Following the firm's processes by ensuring adequate notes of activities are entered in the firm's back office system and to provide clear and full instructions when passing tasks to other team members or teams.
  • Responsible for setting up new prospects and new opportunities on our CRM system, ensuring the information is accurate and input in a timely manner.
  • Arranging client meetings, preparing agendas and completing the meeting work including technical and product research as required, together with fund performance data.
  • Post client meetings: issue client meeting notes, liaise with clients over paperwork to be returned and complete other actions as required.
  • Preparing and issuing engagement documentation.
  • Ensuring annual review records are maintained.
  • Ensuring correct submission of all new applications in accordance with internal/regulatory standards by effective communication, workflow management and record-keeping/database management.
  • To maintain accurate Funds Under Management data.
  • To maintain up to date information on the current pipeline and be responsible for monitoring all cases through to completion in order to track the expected income.

Skills, Knowledge and Experience

  • Financial Services industry experience.
  • Excellent communication skills both verbal and written.
  • Strong IT skills.
  • Able to work to deadlines.
  • Able to work within defined business processes.
  • Adaptable to changing demands and priorities.
  • Seeks opportunities to develop own skills.

Full time - (35 hours) office based to start - hybrid option once training is completed.£30,00033 days annual leave including bank holidays Great benefits If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at


  • Nurse Associate

    7 days ago


    Poole, Poole, United Kingdom Dorset Clinical Commissioning Group Full time

    Job Title: Nurse Associate Welcome to Dorset HealthCare! We are dedicated to building a skilled and diverse workforce. Currently, we have a fantastic opportunity for a Nurse Associate to join our team. Below you will find the main responsibilities and requirements for this role: Main Responsibilities: Hold a Nurse Associate Degree NVQ level 3 in health or...


  • Poole, Poole, United Kingdom The Highfield Company Full time

    Associate Civil EngineerAn amazing opportunity is available for an Associate Civil Engineer with a leading consultancy located on the South Coast.Reporting directly to company Directors to provide strategic support in overseeing a structural team of up to 5 engineers.Our client is in search of a highly qualified Principal Civil Engineer.Managing a structural...

  • Associate Dentist

    7 days ago


    Poole, Poole, United Kingdom dentistjobs.co - Jobboard Full time £14

    Associate Dentist - Poole, Dorset (INDEPENDENT. Very high private opportunity, Excellent support for dentists at any stage of their career, £13.50 per UDA) Full or part-time Associate Dentist Very high private opportunity, dentists in the practice reducing UDA allocation to concentrate more on private Fantastic support and professional development are...


  • Poole, Poole, United Kingdom The Highfield Company Full time

    Associate Civil Engineer An exciting opportunity has arisen for an Associate Civil Engineer with a leading consultancy based on the South Coast. The position will report directly to the company Directors, providing strategic support to manage a structural team of up to 5 engineers. Our client is looking for a qualified Principal Civil Engineer. Core...

  • Associate Director

    1 week ago


    Poole, Poole, United Kingdom Carrington West Full time

    Job DescriptionMy client has grown to become a consultancy that offers a broad range of multi-disciplinary engineering services to a diverse client base.They have an ambitious but sustainable growth agenda and a central part of this centres on expanding their Development Planning discipline from their existing Poole office by recruiting an Associate /...


  • Poole, Poole, United Kingdom G2 Legal Limited Full time

    Commercial Property Associate/Senior Associate Solicitor My client is looking for a senior level hire due to an upcoming retirement, in this succession planning role within their Commercial Property team. You will be a Senior Solicitor(5+ years PQE) who is looking to take that step up in your career, with the chance to work towards Partnership. Associate...

  • Associate Dentist

    7 days ago


    Poole, Poole, United Kingdom mydentist Full time

    Associate Dentist We are looking for an Associate Dentist to join our patient-focused, highly experienced and supportive practice team at Parkstone Road, Poole We offer a competitive package and all the support you need to provide outstanding care to patients and grow the career you want. Fantastic earnings potential from a private and NHS mix that...


  • Poole, Poole, United Kingdom University Hospitals Dorset NHS Foundation Trust Full time

    We are looking for a comprehensive high level personal assistant support and secretarial service to the Associate Director of Estates and the Estates management team.Main duties of the job will include:To Manage and administrate processes with finance (expenses/invoices), recruitment, mandatory training, annual leave, Hold ESR manager status to carry out...


  • Poole, Poole, United Kingdom CONDUENT Full time

    About Conduent: Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where...


  • Poole, Poole, United Kingdom Dorset HealthCare University NHS Foundation Trust Full time

    Job summary We are looking for an enthusiastic, professional Registered Nursing Associate to join our supportive Community Nursing teams in Poole Central. You will be working alongside our experienced Community Staff Nurses helping to provide complex care needs to a high-quality standard of care with patients based in their own home. You will be...


  • Poole, Poole, United Kingdom CONDUENT Full time

    About Conduent: Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them. You have an opportunity to personally thrive, make a difference and be part of a culture where...

  • Support Worker

    1 week ago


    Poole, Poole, United Kingdom Bespoke Health Care Full time

    Working for: Bespoke Health and Social Care; LD&AVacancy: Full TimePay rate: £13.50 an hourAt LDA, we support adults and young people who have needs attributed to Learning Disability, Autism or Mental Health conditions with associated complex needs. Our goal is to empower them to integrate more within their community whilst maintaining their independence...


  • Poole, Poole, United Kingdom JMK Resourcing Solutions Full time

    My client Poole based client is looking for a Project Support Administrator on a 12-month Fixed Term Contract providing maternity cover. The successful candidate will be an excellent administrator with great customer service skills. Previous experience in a sales support position would be an advantage. This role will be primarily responsible for customer...


  • Poole, Poole, United Kingdom qed legal Full time

    Private Client Paralegal - DorsetLong established law firm that deals with both contentious and non-contentious areas of law is seeking to recruit within their Private Client Team.The role will involve working within their busy Private Client Team as a Paralegal and provide support to the fee earners that deal with Wills, Probate, Estate Administration and...


  • Poole, Poole, United Kingdom Dovetail Recruitment Ltd Full time

    Client Relationship Manager Job in PooleOur well established and professional client is recruiting a Client Relationship Manager to account management various product ranges and offer consultancy and expertise as a way of adding value. The purpose of the Client Relationship Manager role is togrow accounts in both revenue andprofitability through a diverse...


  • Poole, Poole, United Kingdom Fox Morris Group Full time

    Coordinator - Operations Support - Sovereign Network Group- 6+ Month Ongoing ContractRate - Negotiable - Please send your CV with the rate of pay you requireEssentials: Evidence of excellent customer service achievements in a busy delivery environment Excellent oral and written communication and interpersonal skills Local authority / Housing association...


  • Poole, Poole, United Kingdom Dorset HealthCare University NHS Foundation Trust Full time

    We are looking for an enthusiastic, professional Registered Nursing Associate to join our supportive Community Nursing teams in Poole North.You will be working alongside our experienced Community Staff Nurses helping to provide complex care needs to a high-quality standard of care with patients based in their own home. You will be confident in identifying...


  • Poole, Poole, United Kingdom Bournemouth Churches Housing Association Full time

    South West based charitable housing association BCHA was founded over 50 years ago with a continuing mission to meet housing need and end homelessness. We aim to achieve this through the building and provision of affordable and secure homes, and by supporting individuals to take control and lead independent, fulfilled lives. Whether we are developing sites...


  • Poole, Poole, United Kingdom Forvis Mazars Full time

    Submit your CV and any additional required information after you have read this description by clicking on the application button.*Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential.We work with diverse, prestigious...


  • Poole, Poole, United Kingdom Mazars Full time

    *Forvis Mazars cares about your career progression, offering individually designed career paths that help you pursue your interests, match your changing needs, and explore your true potential. We work with diverse, prestigious clients across a range of sectors and geographies, giving you the opportunity to constantly update and grow your skills for lifelong...