Client Support

6 days ago

Taunton, United Kingdom Lloyd & Whyte Limited Full time

**iSalary**:
Starting from £25,000.00 per annum, plus benefits and bonus package
- (This will be depending on both Financial Services experience and qualification status)_

**BENEFITS**
- 28 Days holiday + UK Bank Holidays
- Paid day off on your birthday
- Enhanced Parental Leave - _Maternity pay (after 2 years’ service) = 13 weeks full pay and 13 weeks ½ pay with / Paternity (after 2 years’ service) = 4 weeks full pay_
- Company Pension Plan
- Income Protection Insurance Scheme
- Death in Service Benefit (x2 times your annual salary)
- Cash plan benefit to assist with medical and wellbeing costs
- Annual charitable donation to chosen charity
- Support & funding for study towards your professional qualification
- Free on site parking
- Work from home (Once competent and agreed with line manager)
- Employee wellness programmes
- Cycle to Work Scheme
- Company Events
- Casual Dress
- Refer a friend scheme
- Paid time off for volunteering

Qualifications and Experience:

- GCSE Maths & English at Grade C/Level 4 or equivalent
- Chartered Insurance Institute Certificate in Financial Services (hold or willing to study towards)
- 5+ Years' experience within Financial Service
- Previous experience working with Intelligent Office (IO) would be ideal

**About you**

Are you a proactive, attentive and highly organised individual looking for that next step? Do you have a keen eye for detail, enjoy providing administrative support and to effectively maintain client records, and ultimately strive to achieve both accuracy and efficiency in your work? We may have just the right role for you.

**About the role**

**About us**

Lloyd & Whyte is a group of businesses which provides insurance and financial services to specialist markets. We offer a variety of roles for talented people who want to join us.

We live by our company values: having fun, being supportive, acting professionally, growing partnerships and curating ambitious thought.

As an award-winning company, professionalism and qualifications are integral to our company culture. We believe it’s vital that everyone within the business feels valued and has the right tools to do the job.

Our social committee organises regular events and everyone gets involved in charity fundraising. Harnessing a fun, supportive environment and listening to what our people want from their working lives is just as important to us.

**Key Responsibilities**
- Achieve individual objectives and key performance indicators as set and agreed
- Investing and withdrawing client monies
- Production of protection suitability letters
- Provide professional support to clients, ensuring high levels of service and client satisfaction
- Update and maintain client records
- Ensure all administration is dealt with in an accurate, professional and timely manner
- Adhere to all Company, regulatory and compliance guideline requirements
- Maintain own technical competence
- Maintain and record own workflow record for performance review
- Support colleagues from all areas of the business

**Skills & Behaviours**
- Demonstrate our values of Fun, Supportive, Professional, Working in Partnership and Ambitious
- Quality orientated with great attention to detail and the ability to question and challenge understanding & accuracy
- Organised, resourceful, deadline driven and supportive of the wider team
- Excellent interpersonal skills with good written and verbal communication
- Proactive, collaborative and dedicated to delivering an excellent client experience
- Ability to work in a regulated, compliant and client focused environment
- IT literate

**Job Types**: Full-time, Permanent

**Salary**: From £25,000.00 per year

**Benefits**:

- Bereavement leave
- Casual dress
- Company events
- Company pension
- Enhanced maternity leave
- Enhanced paternity leave
- Financial planning services
- Free parking
- Health & wellbeing programme
- On-site parking
- Referral programme
- Sick pay
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Taunton, TA2 6AA: reliably commute or plan to relocate before starting work (required)

Application question(s):

- Are you familiar with the Intelligent Office (IO) system?

**Experience**:

- Financial services: 5 years (required)

Licence/Certification:

- GCSE Maths & English at Grade C or above/Equivalent (required)
- Cert CII in Financial Services (preferred)

Work Location: In person

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