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Colleague Service Advisor

3 months ago


Burton upon Trent, Staffordshire, United Kingdom Checked Recruitment Full time £35,000

Role:

Client Services AssociateUp to £35,000 per annum, OTE £42, day WFHLocation: StaffordWe're looking for a talented Client Services Associate to work for our client.

They want to recruit someone with demonstrable experience of the financial services industry.

The
Role:


Reporting to the Head of Paraplanning and based in the company's Stafford office, as the Client Services Associate you will be primarily responsible for providing support to a high performing team of financial advisors and in conjunction with the paraplanners on various administrative tasks and delivering a professional, compliant service to the firms clients.

Utilising client data for illustrationsProcessing new businessPreparing letters of authority for client policy informationAnswering calls and dealing with clients and third-party queriesEnsuring that business is conducted in a responsible, compliant, and timely manner, meeting all internal and external legislative requirementsManaging task list and prioritising workload within deadlines
  • The Candidate:The ideal candidate for this Client Services Associate role will have relevant experience of the financial services industry.
You'll also need experience of investment platforms and office administration.

A personal bonus of up to £7,000 per annum is also available if you hit your targetsBenefits include:
Private medical insuranceStaff bonusExam support
  • The Company:The business you'll be working for is a Wealth Manager.
Offer excellent professional development so ideal for career focussed individualsHave a clearly supportive and high performance cultureOperate in a socially responsible way and are built around supporting community development
  • Interested? If you think you're right for this Client Services Associate role, then click the 'Apply Now' button, send us your CV and we'll consider you for the first round of interviews.