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Client Support
3 months ago
Description:
Client Support - Financial Planning - Mercer - London
What can you expect?
The opportunity to join a growing and highly successful team working with a broad range of clients and products A team that strive to deliver best practice, market leading service and solutions with a focus on client service excellence Excellent training and development with the ongoing career opportunitiesWhat will you be rewarded with?
We offer and embrace a hybrid working model that nurtures a collaborative working environment in the office 3 days per week allowing 2 days per week to be spent working on a remote basis. Competitive Benefits Package including: 25 days annual leave, up to 4 days of flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits including the option to buy or sell up to 5 days holiday per year, cycle to work, dental insurance, health assessments plus many more.We will rely on you to:
Work together with the Financial Planners, Client Support Manager, Paraplanners and Administrators to ensure a smooth workflow for your team. Ensure client service agreement requirements are met and procedures adhered to. Maintaining and updating our database Preparing meeting packs Ad hoc client queries Dealing with technical aspects of client queries and helping / assisting the administrators. Check new business applicationsWhat you need to have:
Currently working towards or attained a Diploma in Financial Planning A good understanding of Drawdowns, Inheritance and Tax-Free lump sums Excellent organisational skills with the ability to manage multiple enquiries simultaneously Strong attention to detail High self-motivation with excellent interpersonal skills and the ability to work effectively as part of a team Competent in the use of MS Office applicationsWhat makes you stand out:
Currently working for an IFA as an Administrator or as part of a Client Support team working on a high case load Experience working on Intelligent Office would be desirable