Wealth Management Client Coordinator
3 weeks ago
Position: Client Services Associate
Location: Shrewsbury
Salary: Up to £35,000 per annum, OTE £42,000, with flexible work-from-home options
We are seeking a skilled Client Services Associate to join our team at Checked Recruitment.
The ideal candidate will possess proven experience within the financial services sector.
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Key Responsibilities:
As a Client Services Associate, you will report directly to the Head of Paraplanning and will be primarily tasked with supporting a dynamic team of financial advisors. Your role will involve collaborating with paraplanners on various administrative functions while ensuring a professional and compliant service is delivered to clients.
Your responsibilities will include:
- Utilizing client information for financial illustrations
- Processing new business applications
- Preparing letters of authority for client policy inquiries
- Handling client calls and addressing third-party inquiries
- Ensuring all business activities are conducted responsibly and in compliance with legislative requirements
- Managing your task list and prioritizing workload effectively
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Candidate Profile:
The successful candidate for this Client Services Associate position will have relevant experience in the financial services industry.
Experience with investment platforms and office administration is essential.
Additionally, you should possess the following skills:
- Exceptional written and verbal communication abilities
- Strong interpersonal skills
- Meticulous attention to detail
The ideal candidate will also demonstrate:
- Ability to work independently and take initiative
- Diligence and a keen eye for detail
- Articulate communication skills across all levels
If you believe you fit this profile, we would be eager to review your application.
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Compensation Package:
Base Salary: Up to £35,000 per annum
Bonus: A personal bonus of up to £7,000 per annum is available based on performance
Benefits include:
- Private medical insurance
- Staff bonus program
- Support for professional examinations
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About the Company:
The organization you will be joining is a reputable Wealth Manager.
They are known for fostering a positive work environment where employees thrive for various reasons, including:
- Providing excellent opportunities for professional development, ideal for career-oriented individuals
- Maintaining a supportive and high-performance culture
- Operating with a commitment to social responsibility and community support
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