Client Support Associate
3 months ago
**Company description**
Carbon is a leading provider of independent financial advice, providing holistic financial planning which puts clients first. At the heart of everything we do are our core values:
- Be the best we can be
- Do the right thing
- Free to be different
We aim to provide the very best advice to clients without being constrained by industry conventions and provide an environment where team members can grow at a pace and direction tailored to them.
**Job description**
We offer an exciting working environment where your contribution is valued and we offer a competitive benefits package including pension, life cover and healthcare.
Salary is dependent on experience - full time up to £25k.
**Day-to-day in the role**:
Preparing annual review packs
Processing new business
Dealing with client & planner queries
Answering phone calls
**Key Requirements**:
- At least two year’s financial services experience in a similar role.
- Effective time management skills - ability to organise workloads and work to deadlines.
- Excellent verbal and written communication skills.
- Knowledge of Intelligent Office back-office system would be beneficial.
- Knowledge of Abrdn/Standard Life Wrap desired - but training will be provided.
**Job Types**: Full-time, Permanent
**Salary**: £20,000.00-£25,000.00 per year
**Benefits**:
- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Financial planning services
- Free flu jabs
- Life insurance
- Private medical insurance
- Sick pay
- Work from home
Schedule:
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus scheme
Work Location: Hybrid remote in Perth
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