Client Services Associate

2 months ago


Colchester, Essex, United Kingdom enable recruitment | B Corp™ Full time
Job Opportunity

We are excited to have partnered with a well-established financial services firm, known for their client-centric approach and strong team culture. With a hugely supportive and collaborative work environment, where each team member is valued and encouraged to grow, another fantastic opportunity has arisen to join the team as a Financial Planning Administrator.

  • Provide administrative support to the financial planners and contribute to the success of the team.
  • Handle client inquiries and provide excellent customer service, ensuring a positive experience for all clients.
  • Previous experience in a financial planning administrator role is essential, with a strong understanding of financial planning software and systems.
  • Proficiency in financial planning software is preferred, with the ability to learn and adapt to new systems quickly.
  • Competitive salary up to £32,000 and benefits package including life cover and healthcare, reflecting our commitment to the well-being of our employees.
  • Opportunities for professional development and career advancement, with a focus on helping employees grow and succeed in their roles.
  • A positive and inclusive workplace culture, with a supportive team environment and regular team-building activities.
  • Modern office facilities with easy access to transportation, providing a convenient and comfortable work environment.
  • Hybrid working arrangements, allowing for a balance between work and personal life.

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