Client Services Representative

1 week ago


Marlow, United Kingdom atomos Full time
About the Role

We are seeking a highly motivated and organized individual to join our Hub team in Marlow. As a Client Services Representative, you will play a crucial role in supporting our Financial Planners and ensuring our clients receive exceptional administrative service.

Key Responsibilities
  • Coordinate Financial Planner's diaries and arrange client meetings
  • Liaise with 3rd party providers and navigate provider platforms
  • Ensure all data entry is completed accurately and within specified timelines
  • Support the team in a busy environment with multiple tasks and projects
Requirements
  • Experience of working within Wealth Management, Financial Planning or Financial Services
  • Good grounding of knowledge of pensions, investments, mortgages and protection
  • Intermediate Excel skills
  • Ability to work in an agile environment and adapt to changing priorities
What We Offer
  • Competitive Pension Scheme
  • 26 days holiday plus bank holidays
  • Private Medical Insurance
  • Life Assurance (4x)

We are committed to supporting your growth and development, with opportunities to learn our firm and products from the ground up. If you are a self-motivated and organized individual who is passionate about delivering exceptional client service, we would love to hear from you.



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