Client Support
1 month ago
Title: Client Support (Wealth Management)
Location: Chester
Salary: up to £28,000 (dependent on experience) + discretionary bonus
The company:
A national Wealth Management firm is seeking a Client Support to join their Wealth Planning team within the Financial Advice arm of the business. This company approaches their work in an honest, forward-thinking manner to provide expert service, bespoke to individual needs. With long term goals at the core of their vision, they understand their employees underpin their success and reward hard work with attractive benefits.
The role:
As a Client Support, you will provide important support to advisers and their clients to provide a smooth client-centric service. This will include:
- Ensure a smooth client onboarding process
- Provide organised client communication relating to ongoing business, queries, arranging meetings, diary management and processing of instructions
- Managing cash movements and balances
- Administration of client information onto back-office systems/platforms
- Assisting with ad hoc office duties
- Preparing for client appointments
- Being a main point of contact for clients
To succeed you will need:
- Previous financial services experience
- Proactive approach with strong communication skills
- Organised, proactive and observant
- Desire to progress within Financial Planning industry
Benefits:
- 25 days holiday (option to buy more)
- Hybrid WFH / Office split (equipment provided)
- Life Assurance (x4 salary)
- Juicy company pension scheme (10% contribution)
- Private health insurance
- Employee Wellbeing Assistance programme
- Season Ticket Loan
- Share incentive scheme
- Access to discounted financial advice
- Discretionary Bonus
Reference: 9240
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
-
Conveyancing Support Specialist
3 weeks ago
Chester, Cheshire, United Kingdom Law Support Full timeConveyancing Assistant RoleA reputable Chester-based law firm is seeking a skilled Conveyancing Assistant to join their property team. The ideal candidate will have a background in legal administration, with experience in conveyancing and a passion for delivering exceptional client service.Key Responsibilities:Liaise with clients and third parties to ensure...
-
Client Support Specialist
3 weeks ago
Chester, Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full time £28,000We are seeking a skilled Client Support to join our Wealth Planning team within the Financial Advice arm of our business. As a Client Support, you will play a vital role in providing exceptional support to our advisers and their clients, ensuring a seamless client-centric service. Your responsibilities will include: * Providing organised client...
-
Client Support Specialist
2 weeks ago
Chester, Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Client Support SpecialistJob Summary:We are seeking a Client Support Specialist to join our Wealth Planning team within the Financial Advice arm of the business. As a Client Support Specialist, you will provide important support to advisers and their clients to provide a smooth client-centric service.Key Responsibilities:Ensure a smooth client...
-
Client Support Specialist
1 month ago
Chester, Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full timeClient Support RoleWe are seeking a highly organized and proactive Client Support to join our Wealth Planning team within the Financial Advice arm of our business. As a Client Support, you will play a vital role in providing a smooth client-centric service to our advisers and their clients.Key Responsibilities:Ensure a seamless client onboarding...
-
Client Support Specialist
1 month ago
Chester, Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full timeClient Support RoleWe are seeking a highly organized and proactive Client Support to join our Wealth Planning team within the Financial Advice arm of our business. As a Client Support, you will play a vital role in providing a smooth client-centric service to our advisers and their clients.Key Responsibilities:Ensure a seamless client onboarding...
-
Client Support Specialist
3 weeks ago
Chester, Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full timeClient Support RoleWe are seeking a highly organized and proactive Client Support to join our Wealth Planning team within the Financial Advice arm of our business. As a Client Support, you will play a vital role in providing a smooth client-centric service to our advisers and their clients.Key Responsibilities:Ensure a seamless client onboarding...
-
Client Support Specialist
3 weeks ago
Chester, Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Client SupportJob Summary:We are seeking a highly organized and proactive Client Support to join our Wealth Planning team within the Financial Advice arm of our business. As a Client Support, you will play a vital role in providing a smooth client-centric service, ensuring a seamless onboarding process, and managing client communication.Key...
-
Client Support Specialist
3 weeks ago
Chester, Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Client SupportJob Summary:We are seeking a highly organized and proactive Client Support to join our Wealth Planning team within the Financial Advice arm of our business. As a Client Support, you will play a vital role in providing a smooth client-centric service, ensuring a seamless onboarding process, and managing client communication.Key...
-
Client Support Specialist
4 weeks ago
Chester, Cheshire, United Kingdom Recruit UK Full time{"title": "Client Support Specialist", "subtitle": "Join our Wealth Management team", "content": "We are seeking a highly organized and proactive Client Support Specialist to join our Wealth Management team. As a key member of our team, you will provide essential support to our advisers and clients, ensuring a smooth and client-centric service.Your...
-
Client Support Specialist
4 weeks ago
Chester, Cheshire, United Kingdom Recruit UK Full time{"title": "Client Support Specialist", "subtitle": "Join our Wealth Management team", "content": "We are seeking a highly organized and proactive Client Support Specialist to join our Wealth Management team. As a key member of our team, you will provide essential support to our advisers and clients, ensuring a smooth and client-centric service.Your...
-
Client Support Specialist
2 days ago
Chester, Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout the RoleWe are seeking a highly organised Client Support to join our Wealth Planning team, providing important support to advisers and their clients to deliver a smooth client-centric service.Key ResponsibilitiesEnsure a seamless client onboarding processProvide proactive client communication relating to ongoing business, queries, arranging meetings,...
-
Client Support Specialist
2 weeks ago
Chester, Cheshire, United Kingdom beBee Professionals Full time £22,000 - £28,000As a Client Support Specialist, you will be the primary point of contact for our clients, providing support and guidance to ensure their needs are met. Key responsibilities include:Responding to customer inquiries and resolving issues efficiently.Providing accurate information about our products and services.Collaborating with internal teams to ensure...
-
Conveyancing Support Specialist
2 weeks ago
Chester, Cheshire, United Kingdom Law Support Ltd Full timeWe are seeking an experienced Conveyancing Assistant to join our friendly and supportive property team at Law Support Ltd. This role offers long-term training and progression in a dynamic and progressive environment.Key Responsibilities:Liaise with clients and third parties to ensure seamless communication.Chase various documentation, ID, mortgage offers,...
-
Client Support
1 month ago
Chester, United Kingdom Recruit UK | Certified B Corp™ Full timeTitle: Client Support (Wealth Management)Location: ChesterSalary: up to £28,000 (dependent on experience) + discretionary bonusThe company:A national Wealth Management firm is seeking a Client Support to join their Wealth Planning team within the Financial Advice arm of the business. This company approaches their work in an honest, forward-thinking manner...
-
Client Support
1 month ago
Chester, United Kingdom Recruit UK | Certified B Corp™ Full timeTitle: Client Support (Wealth Management)Location: ChesterSalary: up to £28,000 (dependent on experience) + discretionary bonusThe company:A national Wealth Management firm is seeking a Client Support to join their Wealth Planning team within the Financial Advice arm of the business. This company approaches their work in an honest, forward-thinking manner...
-
Conveyancing Assistant
4 hours ago
Chester, Cheshire, United Kingdom Law Support Ltd Full timeAbout the Role: We are seeking an experienced Conveyancing Assistant to join our property team in Chester.As a Conveyancing Assistant, you will be responsible for supporting the conveyancing process, liaising with clients and third parties, and preparing documentation as required.Key Responsibilities:Liaising with clients and third parties to ensure seamless...
-
Conveyancing Assistant
3 weeks ago
Chester, Cheshire, United Kingdom Law Support Full timeExciting Opportunity at Law SupportWe are seeking a highly skilled Conveyancing Assistant to join our dynamic property team in Chester City Centre. As a key member of our team, you will play a vital role in supporting the conveyancing process, ensuring seamless transactions for our clients.Key Responsibilities:Liaise with clients and third parties to ensure...
-
Conveyancing Assistant
3 weeks ago
Chester, Cheshire, United Kingdom Law Support Full timeExciting Opportunity at Law SupportWe are seeking a highly skilled Conveyancing Assistant to join our dynamic property team in Chester City Centre. As a key member of our team, you will play a vital role in supporting the conveyancing process, ensuring seamless transactions for our clients.Key Responsibilities:Liaise with clients and third parties to ensure...
-
Client Support
1 month ago
Chester, UK, Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full timeTitle: Client Support (Wealth Management)Location: ChesterSalary: up to £28,000 (dependent on experience) + discretionary bonusThe company:A national Wealth Management firm is seeking a Client Support to join their Wealth Planning team within the Financial Advice arm of the business. This company approaches their work in an honest, forward-thinking manner...
-
Conveyancing Assistant
2 weeks ago
Chester, Cheshire, United Kingdom Law Support Full timeConveyancing Assistant RoleWe are seeking a highly skilled Conveyancing Assistant to join our friendly and supportive property team at Law Support. As a Conveyancing Assistant, you will be responsible for liaising with clients and third parties, chasing documentation, and preparing required documents for the conveyancing process.Key Responsibilities:Liaising...