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Colleague Service Advisor
2 months ago
Role: Client Services Associate Location: Shrewsbury
Up to £35,000 per annum, OTE £42,000 + 1 day WFH
We'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.
If that's you then you could be exactly what they're looking for.
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The Role:
Reporting to the Head of Paraplanning and based in the company's Shrewsbury 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.
In the job you'll be tasked with the following:
Utilising client data for illustrations
Processing new business
Preparing letters of authority for client policy information
Answering calls and dealing with clients and third-party queries
Ensuring that business is conducted in a responsible, compliant, and timely manner, meeting all internal and external legislative requirements
Managing task list and prioritising workload within deadlines
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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.
In addition, you'll need the following:
Excellent written and verbal skills
Good communication and interpersonal skills
Excellent attention to detail
The ideal person for the role will be the following:
Able to work on your own initiative
Diligent and have an eye for detail
Articulate and able to communicate on all levels
Does that sound like you? If so, we'd love to see your CV.
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The Package:
Basic salary: Up to £35,000 per annum
Bonus: A personal bonus of up to £7,000 per annum is also available if you hit your targets
Benefits include:
Private medical insurance
Staff bonus
Exam support
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The Company:
The business you'll be working for is a Wealth Manager.
They're a great company to work for. People join them for many reasons, such as they:
Offer excellent professional development so ideal for career focussed individuals
Have a clearly supportive and high performance culture
Operate in a socially responsible way and are built around supporting community dev
