Client Support Associate

2 weeks ago


Altrincham, Trafford, United Kingdom DMD Recruitment LTD Full time

Our client based in Altrincham have a fantastic opporunity to join their growing team. Please find a brief job spec below.

Job Purpose

  • To provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants.

Principal Accountabilities

  • Providing an efficient new business processing service for sales consultants, completing trades/fund switches, and liaising with product providers and ensuring that new business is set up correctly.
  • Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings.
  • Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs.
  • Preparing invoices for work completed for clients.
  • Provide post meeting administration support to consultants ensuring that all work is completed within agreed timescales.

Essential Requirements

  • Ability to build relationships with consultants and ensure an effective relationship is maintained.
  • 2 years previous experience of working for an IFA.
  • Basic knowledge of all products and funds falling within area of responsibility.


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