Financial Services Support Associate
4 weeks ago
Position: Client Services Associate
Location: Shrewsbury
Compensation: Up to £35,000 annually, OTE £42, with remote work 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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Key Responsibilities:
As a Client Services Associate, you will report directly to the Head of Paraplanning and will be primarily engaged in supporting a dynamic team of financial advisors. Your responsibilities will include:
- Utilizing client information for financial illustrations
- Facilitating the processing of new business
- Preparing letters of authority for client policy inquiries
- Handling incoming calls and addressing client and third-party inquiries
- Ensuring compliance with all internal and external regulations while conducting business responsibly and efficiently
- Managing your task list and prioritizing workload to meet deadlines
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Candidate Profile:
The successful candidate for this Client Services Associate position will have relevant experience in the financial services industry. Additionally, you should have familiarity with investment platforms and office administration.
Essential skills include:
- Exceptional written and verbal communication abilities
- Strong interpersonal and communication skills
- Meticulous attention to detail
The ideal candidate will also demonstrate:
- Ability to work independently and take initiative
- Strong diligence and a keen eye for detail
- Articulate communication skills across various levels
If you possess these qualities, we would be eager to review your application.
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Compensation Package:
Base Salary: Up to £35,000 annually
Incentives: A personal bonus of up to £7,000 annually is available based on performance
Additional Benefits:
- Private medical insurance
- Staff bonus opportunities
- Support for professional examinations
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About the Company:
The organization you will be joining is a prominent Wealth Management firm.
They are recognized for their supportive and high-performance culture, making them an attractive employer for career-oriented individuals.
Furthermore, they are committed to social responsibility and actively support community development initiatives.
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