Client Relations and Operational Support

3 weeks ago


Bath, United Kingdom JUICE RECRUITMENT Full time

Are you looking for your next challenge in Financial Services? Do you have a keen eye for detail and are looking to join an organisation with great training and progression opportunities?

Juice is pleased to be supporting a reputable professional services company based in Bath, in their search for an experienced individual to join their Client Relations and Operational Support team.

You will be providing key administrative support to the Adviser team and paraplanners ensuring that an exceptional level of service is provided to all clients. This is an excellent opportunity to join a supportive and friendly team who share a wealth of knowledge.

**DAY TO DAY**:

- Familiarising yourself with each client’s circumstances, objectives, and timescales
- Ensuring that a personalised service is consistently delivered
- Managing the workflow between advisers, paraplanners, and clients
- Obtaining relevant documentation from third parties
- Entering key client information into the internal system
- Producing New Business and Review packs for client meetings
- Acting as the first point of contact for client queries
- Making sure Financial Advisors provide a high level of customer service and suggesting improvements when necessary
- Supporting with ad-hoc office administration tasks

**WE WOULD LOVE TO SEE**:

- Ideally, you will have experience in wealth management or other similar regulated environments - e.g. banking, mortgage, etc.
- Willingness to learn & attend training events to develop relevant knowledge/techniques/skills
- Professional and articulate communicator - verbal & written
- Highly organised with the ability to oversee multiple tasks
- Great attention to detail with excellent accuracy levels

**AND FOR YOU**:

- Competitive salary
- Generous pension scheme
- Cycle to work scheme
- 4 x death in service
- Hybrid working arrangements available
- Contemporary office space
- Accessible from public transport routes

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

**Salary**: £27,000.00-£30,000.00 per year

**Benefits**:

- Company pension

Schedule:

- 8 hour shift
- Monday to Friday
- No weekends

Work Location: Hybrid remote in Bath


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