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Client Relationship Advisor

3 months ago

Nottingham, Nottingham, United Kingdom Harper Recruitment Group Full time

Job Title:
Client Relationship Advisor

Location:
Nottingham

Salary:
£25,000k

Hours:
Mon-Fri, 9 am - 5:30 pm
Join a progressive Financial Services Group in Nottingham

Harper Recruitment Group is partnering with a leading Financial Services company to find an experienced Client Relationship Advisor.

Based in the Nottingham office, you'll support a team of financial advisors in a dynamic environment, handling client interactions and managing day-to-day servicing requests.

This role is based at the Nottingham office
- after an initial training period a hybrid model of working will be implemented.

Key Responsibilities:

  • Assist advisers in various business areas for a seamless client journey
  • Schedule adviser diaries for reviews and inquiries to maximise departmental income
  • Work closely with the Manager on a variety of projects
  • Work with advisers and back office to ensure quick and compliant processing
  • Resolve service issues, challenges, and complaints efficiently
  • Support new business opportunities by engaging with advisers and colleagues

Key Requirements:

  • Experience of working in a customer facing or admin role is essential
  • Financial Services experience is desirable but not essential
  • Ability to thrive under pressure and think creatively
  • Independent and team player with strong organisational skills
This role is suitable for experienced individuals confident in Excel or those aspiring to become financial advisors.
-
About Harper Recruitment Group:_ _Operating since 1987, Harper Recruitment Group specializes in recruiting business support professionals across Nottingham, Derby, and the wider East Midlands. Explore our website for live vacancies or submit your updated CV today._

Job Types:
Full-time, Permanent

Salary:
£25,000.00 per year

Schedule:

  • Monday to Friday

Work Location:
In person

Reference ID: 2325