Colleague Service Advisor
2 weeks ago
Are you passionate about delivering exceptional client service and looking for an opportunity to make a real impact? Join a Chartered and independent financial services company that’s experiencing rapid growth.
As a Client Services Associate , you'll play a key role in supporting our Chartered Financial Planners, delivering tailored financial solutions, and maintaining a reputation for excellence
Build strong relationships with clients by managing annual reviews, scheduling meetings, and coordinating follow-ups.
Assist with gathering policy information, preparing performance presentations, and ensuring compliance needs are met.
Support advisers with key planning tasks, such as tracking ISA allowances, pension contributions, and tax-free cash balances.
Handle ad hoc client requests and contribute to a seamless client experience.
A minimum of 3 years in a similar role, with strong knowledge of financial products and regulations.
Tech-Savvy: Familiarity with iO software or similar systems is ideal. Experience with platforms like Quilter, Abrdn, Fidelity, Scottish Widows, or Aegon is a bonus.
A professional telephone manner, and a client-focused mindset.
Generous salary, uncapped bonus potential, and flexible benefits.
Professional Growth: Work alongside highly qualified Chartered Financial Planners
Great Culture: Enjoy quarterly team-building activities
Convenient Location: Free on-site parking
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