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Financial Client Support Representative
2 months ago
Position: Client Services Associate
Location: Shrewsbury
Compensation: Up to £35,000 per annum, OTE £42, 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 a solid background in the financial services sector.
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Role Overview:
As a Client Services Associate, you will report directly to the Head of Paraplanning and work from our Shrewsbury office. Your primary responsibilities will include providing essential support to a dynamic team of financial advisors and collaborating with paraplanners on various administrative duties, ensuring a professional and compliant service for our clients.
Your key responsibilities will include:
- Utilizing client data for financial illustrations
- Processing new business applications
- Preparing letters of authority for client policy inquiries
- Handling client calls and addressing third-party queries
- Ensuring compliance with all internal and external regulations
- 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 also essential.
Additionally, you should possess the following skills:
- Exceptional written and verbal communication skills
- Strong interpersonal and communication abilities
- Meticulous attention to detail
The ideal candidate will demonstrate the following attributes:
- Ability to work independently and take initiative
- Diligent with a keen eye for detail
- Articulate and capable of effective communication at all levels
If you believe you fit this profile, we encourage you to submit your CV.
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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 their supportive and high-performance culture, attracting individuals who are career-focused and value professional development.
They operate with a commitment to social responsibility and community support.
