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Client Support Specialist

2 months ago

Deeside, Flintshire, United Kingdom Finlink Ltd Full time

About Finlink Ltd

Finlink Ltd is a well-established financial services firm with a strong presence in the industry. With a history of organic growth and strategic acquisitions, the company has established itself as a leader in the field.

The Role

As a Client Support Specialist, you will play a crucial role in providing administrative support to both Paraplanners and Advisors in the firm. Your responsibilities will include speaking to clients and providers, arranging meetings, processing new business, valuations, and illustrations.

Key Responsibilities

  • Provide administrative support to Paraplanners and Advisors
  • Communicate with clients and providers
  • Arrange meetings and appointments
  • Process new business, valuations, and illustrations

Benefits

  • Competitive salary up to £30k
  • Study support and training opportunities
  • Progression potential within the company
  • Advisor/Leadership academy program
  • Further benefits to be confirmed

About the Business

Finlink Ltd is a dynamic and growing company with a strong focus on customer service and employee development. We are committed to providing our clients with exceptional support and expertise, and we are looking for talented individuals to join our team.