Client Services
3 weeks ago
Are you looking for a rewarding career in financial services with an expanding, forward thinking company?
Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients?
Your role will be to assist our Financial Advisers by providing full administrative support and maintaining close contact with our clients to deliver a professional, compliant and effective service.
Provide an excellent telephone-based service to clients both external and internal together with third party providers.
Arrange client meetings to support allocated adviser(s).
Ensure that financial transactions are completed correctly and files are fully FCA compliant.
Maintain the CRM system (CURO) to ensure that KYC information for clients is entered fully and accurately.
Ensure that all tasks on CURO are completed in line with company policy and procedures.
Be aware and act upon any compliance, risk and quality issues.
Company discretionary bonus scheme;
~ Full time hours (35 per week) Monday to Friday 9.24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
~ Company Pension scheme;
~ Private Healthcare*;
~ Life Assurance;
~ Eye Care Scheme;
~ Wellbeing programme;
~ Bike to Work Scheme;
~ Full support with professional qualifications;
*Strong operational experience within the Financial Services industry.
A desire to further develop knowledge and to undertake relevant examinations to support understanding within the role.
Proficient IT skills in core Microsoft Office systems.
Professional telephone manner
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