Customer Service Representative

2 days ago


Fareham, Hampshire, United Kingdom Atomos Full time

We are a dynamic wealth management firm that values exceptional client service. If you are self-motivated and enthusiastic about delivering outstanding support, we encourage you to apply for this exciting opportunity.

Job Description

This role involves working closely with our Financial Planners to ensure seamless administrative support for their clients. You will be responsible for coordinating diaries, arranging client meetings, and maintaining accurate records.

Key Responsibilities:
  • Liaise with third-party providers to facilitate smooth operations.
  • Coordinate Financial Planner's schedules and arrange client appointments.
  • Ensure all data entry is completed accurately and within specified timelines.
Requirements

To succeed in this role, you will need:

  • A minimum of 12 months' experience in a similar position within Wealth Management, Financial Planning, or Financial Services.
  • A solid understanding of pensions, investments, mortgages, and protection.
  • Intermediate Excel skills.
Benefits

We offer a competitive package including:

  • A generous pension scheme with employer contributions.
  • An attractive holiday entitlement plus bank holidays.
  • Private medical insurance.
  • Life assurance (4x).
  • Group income protection.
  • A flexible working policy allowing you to balance office and homework.

Our agile working environment offers the opportunity to engage in a variety of tasks and projects, ensuring a diverse and enriching work experience as you develop professionally. Estimated salary: £25,000 - £35,000 per annum.



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