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Colleague Service Advisor
2 weeks ago
Job Description Role: Client Services Associate
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.
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 illustrations
Preparing letters of authority for client policy information
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.
Bonus: A personal bonus of up to £7,000 per annum is also available if you hit your targets
Private medical insurance
Staff bonus
Exam support
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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 development
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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.
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