Client Support Specialist
4 weeks ago
We are looking for a motivated individual to join our Financial Planning team. In this role, you will provide comprehensive administrative assistance to Financial Planners while fostering strong relationships with clients to ensure a seamless and positive client experience.
Benefits of Joining Us
As a Client Support Specialist at Evelyn Partners, you will receive support for both personal and professional growth. You will have access to a structured training program that includes Training & Competency oversight to enhance your development. We promote continuous professional advancement through ongoing education and qualifications, and you will have the chance to collaborate with a team of seasoned Investment Managers and Financial Advisers.
Your Key Responsibilities Will Include:
- Collaborating closely with Financial Planners to achieve outstanding client outcomes.
- Establishing and maintaining strong relationships with clients through regular communication.
- Coordinating with operational teams to provide support on various activities, such as scripts, transfers, corporate actions, and static data modifications.
- Preparing meeting materials and valuations as needed.
- Assisting investment managers in creating new business presentations and pitches.
- Maintaining back-office systems and client records in accordance with company policies.
Qualifications for Success
- Demonstrated experience in the financial services sector, ideally within financial planning.
- A desire to build a career in a financial services firm, coupled with a commitment to learning and development.
- A strong client service ethic.
- Progress towards an accredited Level 4 qualification is preferred but not mandatory.
- Excellent verbal and written communication skills, with the ability to cultivate relationships.
- Strong organizational skills and the ability to effectively manage workload.
- Capability to apply judgment and reasoning to develop solutions to challenges.
Additional Benefits
- Competitive salary package.
- Private medical coverage.
- Life insurance benefits.
- Pension contributions.
- Flexible working arrangements (dependent on role).
- Generous holiday entitlement.
- Opportunity to purchase additional leave.
- Shared parental leave options.
At Evelyn Partners, we celebrate the diversity of our workforce, reflecting the society and clients we serve. We are committed to creating an inclusive workplace where all colleagues feel respected and empowered to reach their full potential. We are dedicated to providing a supportive environment and are happy to make reasonable adjustments to accommodate your needs throughout the application process.
-
Client Support Specialist
4 weeks ago
Bracknell, Bracknell Forest, United Kingdom Adecco Full time £13 - £16Client Support SpecialistAre you dedicated to delivering outstanding client support? Do you excel in a vibrant and fast-moving workplace? If so, we have a fantastic opportunity for you. Our client, a reputable organization, is looking for a Client Support Specialist to become a part of their team. In the role of Client Support Specialist, you will be...
-
Evening Client Support Specialist
4 weeks ago
Bracknell, Bracknell Forest, United Kingdom Adecco Full time £13 - £16Client Support Specialist Are you dedicated to delivering outstanding client support? Our client, a reputable organization, is looking for a Client Support Specialist to enhance their team. In this role, you will be essential in maintaining client satisfaction by offering top-notch assistance and guidance. Key Requirements: Minimum secondary education with...
-
Client Support Specialist
4 weeks ago
Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full timeJob OverviewWhat will you be doing?We are looking for a motivated individual to join our Financial Planning team. In this role, you will provide comprehensive administrative assistance to Financial Planners while fostering relationships with clients to ensure a seamless and positive client experience.What’s in it for you?As a Client Support Specialist at...
-
Client Support Specialist
7 days ago
Bracknell, Bracknell Forest, United Kingdom mbf. Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at mbf. as a Client Administrator. In this role, you will play a vital part in supporting our Paraplanners and Financial Planners to deliver exceptional client outcomes.Key ResponsibilitiesClient Support: Collaborate closely with Financial...
-
Client Support Specialist
7 days ago
Bracknell, Bracknell Forest, United Kingdom eRecruitSmart Full timeWe are seeking a highly skilled and dedicated Customer Care Advisor to join our team at eRecruitSmart. As a key member of our customer service team, you will play a vital role in providing exceptional support to our clients.Key Responsibilities:Customer Support: Respond to customer inquiries, provide solutions, and ensure a positive experience.Issue...
-
Client Support Specialist
6 days ago
Bracknell, Bracknell Forest, United Kingdom Parkside Office Professional Full timeJob DescriptionParkside Office Professional is seeking a highly skilled and experienced Customer Service Representative to join our dynamic team. As a key member of our organization, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Customer Service: Respond to customer inquiries and resolve...
-
Credit Control Specialist
5 days ago
Bracknell, Bracknell Forest, United Kingdom Marc Daniels Specialist Recruitment Ltd Full timeJob Title: Credit Control SpecialistAbout the Role:We are seeking an experienced Credit Control Specialist to join our team at Marc Daniels Specialist Recruitment Ltd. As a Credit Control Specialist, you will play a crucial role in ensuring the efficient management of our clients' cash flow and maintaining clean accounts receivable ledgers.Key...
-
Credit Control Specialist
5 days ago
Bracknell, Bracknell Forest, United Kingdom Marc Daniels Specialist Recruitment Ltd Full timeJob Title: Credit Control SpecialistAbout the Role:We are seeking an experienced Credit Control Specialist to join our team at Marc Daniels Specialist Recruitment Ltd. As a Credit Control Specialist, you will play a crucial role in ensuring the efficient management of our clients' cash flow and maintaining clean accounts receivable ledgers.Key...
-
Senior Infrastructure Support Specialist
6 days ago
Bracknell, Bracknell Forest, United Kingdom E-Resourcing Ltd - Specialist I.T. Recruitment Full timeJob Summary:E-Resourcing Ltd - Specialist I.T. Recruitment is seeking a highly skilled Senior Infrastructure Support Specialist to join our team. As a key member of our infrastructure team, you will be responsible for supporting, maintaining, and enhancing our on-premises and cloud infrastructure.About the Role:Provide 3rd line support for our enterprise...
-
Quality Assurance Specialist
5 days ago
Bracknell, Bracknell Forest, United Kingdom DRH Support Services Full timeJob Description**Job Title:** Quality Assurance Specialist**Company:** DRH Support Services**Job Type:** Full-time**Location:** Remote (work from home options available)About the RoleWe are seeking a highly skilled Quality Assurance Specialist to join our team. As a Quality Assurance Specialist, you will play a critical role in ensuring our company's...
-
Client Relations Specialist
4 weeks ago
Bracknell, Bracknell Forest, United Kingdom Circana Full timeJoin Us in Achieving Excellence Circana (formerly IRI and NPD) stands as the premier advisor in navigating the intricacies of consumer behavior. Through cutting-edge technology, sophisticated analytics, cross-industry insights, and extensive expertise, we deliver clarity that empowers nearly 7,000 of the world's foremost brands and retailers to take...
-
3rd Line Infrastructure Support Specialist
3 days ago
Bracknell, Bracknell Forest, United Kingdom E-Resourcing Ltd - Specialist I.T. Recruitment Full time £44,000 - £46,000Job SummaryE-Resourcing Ltd - Specialist I.T. Recruitment is seeking an experienced 3rd Line Infrastructure Engineer to join our team. As a key member of our infrastructure team, you will be responsible for supporting, maintaining, and enhancing our on-premises and cloud infrastructure.Key Responsibilities:Infrastructure Support: Provide 3rd line support for...
-
3rd Line Infrastructure Support Specialist
3 days ago
Bracknell, Bracknell Forest, United Kingdom E-Resourcing Ltd - Specialist I.T. Recruitment Full time £44,000 - £46,000Job SummaryE-Resourcing Ltd - Specialist I.T. Recruitment is seeking an experienced 3rd Line Infrastructure Engineer to join our team. As a key member of our infrastructure team, you will be responsible for supporting, maintaining, and enhancing our on-premises and cloud infrastructure.Key Responsibilities:Infrastructure Support: Provide 3rd line support for...
-
Client Relations Specialist
3 weeks ago
Bracknell, Bracknell Forest, United Kingdom Parkside Full time £17Job Opportunity: Temporary Client Relations SpecialistLocation:Contract: Temporary (3 to 6 months, typically rolling)Hours: 35-hour week with one Saturday in every 3-4 weeks (day off in lieu)Salary: £17.12 per hour Work Flexibility: Up to 50% remote work, subject to business requirements. About the Role: Our organization is in search of a committed Client...
-
Multi Trade Specialist
4 days ago
Bracknell, Bracknell Forest, United Kingdom Hays Specialist Recruitment Limited Full timeCompany Overview Hays Specialist Recruitment Limited is a leading provider of recruitment services, partnering with top companies to find the best talent. Job Summary We are seeking a highly skilled and experienced Multi Trade Specialist to join our client's team. As a key member of the team, you will be responsible for delivering high-quality repairs and...
-
Multi Trade Specialist
4 days ago
Bracknell, Bracknell Forest, United Kingdom Hays Specialist Recruitment Limited Full timeCompany Overview Hays Specialist Recruitment Limited is a leading provider of recruitment services, partnering with top companies to find the best talent. Job Summary We are seeking a highly skilled and experienced Multi Trade Specialist to join our client's team. As a key member of the team, you will be responsible for delivering high-quality repairs and...
-
Disability Support Specialist
2 days ago
Bracknell, Bracknell Forest, United Kingdom Alina Homecare Full timeAbout the RoleAs a Disability Support Specialist with Alina Homecare, you will have the opportunity to make a meaningful difference in the lives of individuals with learning disabilities. Your role will involve providing personalized support and enabling individuals to reach their goals and live as independently as possible.Key ResponsibilitiesAssist clients...
-
Disability Support Specialist
2 days ago
Bracknell, Bracknell Forest, United Kingdom Alina Homecare Full timeAbout the RoleAs a Disability Support Specialist with Alina Homecare, you will have the opportunity to make a meaningful difference in the lives of individuals with learning disabilities. Your role will involve providing personalized support and enabling individuals to reach their goals and live as independently as possible.Key ResponsibilitiesAssist clients...
-
Community Support Specialist
4 weeks ago
Bracknell, Bracknell Forest, United Kingdom Bracknell Forest Council Full timeBecome a Community Support SpecialistWe are in search of a committed Community Support Specialist to become a vital part of our team dedicated to assisting adults with developmental disabilities and autism. If you are driven by the desire to foster positive change and enhance the lives of those in need, this role is tailored for you.About Our OrganizationOur...
-
Engineering Support Specialist
3 days ago
Bracknell, Bracknell Forest, United Kingdom BluetownOnline Ltd Full timeAbout BluetownOnline LtdWe are a leading provider of specialist services in construction and building services, with a rich history dating back to 1955. As an ISO 9001 Registered test, instruments, research and consultancy organisation, we pride ourselves on delivering high-quality services to our clients.Job TypeThis is a full-time, permanent position that...