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Financial Services Coordinator
2 months ago
We are seeking a highly organized and detail-oriented Client Support Specialist to join our team at Chase de Vere. As a key member of our client support administration team, you will play a vital role in ensuring the smooth delivery of our services to clients.
Key Responsibilities- Provide exceptional support to our Independent Financial Advisers, responding to technical and process queries in a timely and professional manner.
- Prepare and maintain accurate client meeting packs, ensuring all necessary documentation is up-to-date and readily available.
- Record and update back office systems, ensuring seamless communication with clients and advisers.
- Manage client files throughout the application stage, ensuring all necessary information is captured and processed efficiently.
- Process new business received via post or online, loading relevant data onto our CRM database.
- Update clients and advisers on the progress of their new business cases, ensuring transparency and clear communication.
- Adhere to FCA regulations and internal policy and procedure, maintaining the highest standards of compliance and integrity.
- Develop and maintain strong working relationships with colleagues across the business, fostering a collaborative and supportive team environment.
- A competitive salary with the opportunity to earn an annual bonus.
- 25 days holiday, plus bank holidays.
- A day off for your birthday.
- Life assurance – 4 x salary.
- Comprehensive induction and training programme.
- Funded exams and paid study leave.
- A wide range of voluntary flexible benefits to suit your individual needs.
- The option to buy additional holiday days.
- Cycle to work Scheme.
- Two paid volunteering days each year, to support your local community.
- Employee Assistance Programme with access to a 24/7 helpline.
- Access to our free mortgage service, through our internal mortgage team.
- Our Employee Forum and Diversity & Inclusion group.
- Local and company-wide events in support of our company charities.
