Client Support Specialist

7 days ago


Leeds, Leeds, United Kingdom Pertemps Network Group Full time £23,500
Client Support Administrator

Join our team as a Client Support Administrator and play a vital role in delivering exceptional client service in a fast-paced financial planning environment.

About the Role:

  • Collaborate with the Client Support Team Leader to ensure seamless delivery of high-level administrative support for Planners and Paraplanners.
  • Engage in tasks such as report writing, preparing client documentation, handling client enquiries, and performing reception and office duties as needed.
  • Proactively manage and prioritise your workload to maintain excellent client service and delivery.
  • Support colleagues and maintain effective relationships with clients and third parties.
  • Adapt quickly to shifting priorities in a high-pressure environment, ensuring demanding targets are met.

Requirements:

  • Strong interpersonal skills and a track record of successful delivery in a financial planning business.
  • Excellent planning and organisational skills to align activities with business priorities.
  • Proficiency in MS Office Products.

What We Offer:

A highly organised and proactive individual with a passion for delivering exceptional client service will thrive in this role. Apply today to become a valued member of the Client Support team in Leeds and contribute to the success of Pertemps Network Group.



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