Client Services Team Member
2 days ago
We are seeking a highly organized and administratively skilled individual to provide support to our financial planners in Shrewsbury. As a key member of our team, you will be responsible for ensuring the smooth delivery of our advice process, from preparing meeting packs to handling client enquiries.
**Responsibilities**
* Prepare meeting packs, documentation, and reports for client meetings and annual reviews
* Provide administrative support to financial planners during client meetings and throughout the advice process
* Carry out day-to-day administrative tasks, including completing applications, updating data, and preparing letters of authority
* Assist with collating client data and documents for recommendation reports and prepare related correspondence
* Handle telephone and email enquiries from clients and providers
**Requirements**
* Minimum 12 months' administration experience in Financial Services
* Completion of tutorials on Enable and Fusion
* Familiarity with our online client portal, Wealth Platform
* Excellent communication skills, telephone manner, and high standards of literacy
The estimated salary for this role is £30,000 - £35,000 per annum, depending on experience.
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