Client Support Specialist
1 week ago
Job Summary:
We are seeking a highly organized and proactive Client Support to join our Wealth Planning team within the Financial Advice arm of our business. As a Client Support, you will provide important support to advisers and their clients to provide a smooth client-centric service.
Key Responsibilities:
- Ensure a smooth client onboarding process
- Provide organized client communication relating to ongoing business, queries, arranging meetings, diary management and processing of instructions
- Manage cash movements and balances
- Administer client information onto back-office systems/platforms
- Assist with ad hoc office duties
- Prepare for client appointments
- Be a main point of contact for clients
Requirements:
- Previous financial services experience
- Proactive approach with strong communication skills
- Organized, proactive and observant
- Desire to progress within Financial Planning industry
Benefits:
- 25 days holiday (option to buy more)
- Hybrid WFH / Office split (equipment provided)
- Life Assurance (x4 salary)
- Juicy company pension scheme (10% contribution)
- Private health insurance
- Employee Wellbeing Assistance programme
- Season Ticket Loan
- Share incentive scheme
- Access to discounted financial advice
- Discretionary Bonus
-
Client Support Specialist
1 month ago
Chester, Cheshire, United Kingdom Schroders Recruitment Full timeAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Client Support Specialist. As a key member of our administrative team, you will play a vital role in supporting our Financial Planners in delivering exceptional client service.Key ResponsibilitiesProvide administrative support to our Financial Planners,...
-
Client Support Specialist
1 month ago
Chester, Cheshire, United Kingdom Schroders Recruitment Full timeAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Client Support Specialist. As a key member of our administrative team, you will play a vital role in supporting our Financial Planners in delivering exceptional client service.Key ResponsibilitiesProvide administrative support to our Financial Planners,...
-
Client Support Specialist
4 days ago
Chester, Cheshire, United Kingdom Recruit UK Full time{"title": "Client Support Specialist", "subtitle": "Join our Wealth Management team", "content": "We are seeking a highly organized and proactive Client Support Specialist to join our Wealth Management team. As a key member of our team, you will provide essential support to our advisers and clients, ensuring a smooth and client-centric service.Your...
-
Client Support Specialist
4 days ago
Chester, Cheshire, United Kingdom Recruit UK Full time{"title": "Client Support Specialist", "subtitle": "Join our Wealth Management team", "content": "We are seeking a highly organized and proactive Client Support Specialist to join our Wealth Management team. As a key member of our team, you will provide essential support to our advisers and clients, ensuring a smooth and client-centric service.Your...
-
Business Support Specialist
7 days ago
Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are seeking an experienced Client Support Administrator who can also undertake paraplanning duties to join our team at Hays Specialist Recruitment Limited. As a key point of contact for clients, you will be responsible for all aspects of administration for new and existing business, assisting the advisers to prepare for client meetings,...
-
Business Support Specialist
6 days ago
Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleWe are seeking an experienced Client Support Administrator who can also undertake paraplanning duties to join our team at Hays Specialist Recruitment Limited. As a key point of contact for clients, you will be responsible for all aspects of administration for new and existing business, assisting the advisers to prepare for client meetings,...
-
Business Support Specialist
1 week ago
Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full timeJob Title: Administrator / ParaplannerAbout the Role:We are seeking an experienced Administrator/Paraplanner to join our team at Hays Specialist Recruitment Limited. As a key member of our team, you will provide administrative support to our financial advisers and clients, ensuring high standards of service.Your Key Responsibilities:Provide administrative...
-
Business Support Specialist
1 week ago
Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full timeJob Title: Administrator / ParaplannerAbout the Role:We are seeking an experienced Administrator/Paraplanner to join our team at Hays Specialist Recruitment Limited. As a key member of our team, you will provide administrative support to our financial advisers and clients, ensuring high standards of service.Your Key Responsibilities:Provide administrative...
-
Autism Specialist Support Worker
2 weeks ago
Chester, Cheshire, United Kingdom Beacon Support Full timeBeacon Support Ltd. Job OpportunityWe are seeking a highly skilled and compassionate Specialist Mentor to support students with Autism Spectrum Conditions (ASC) in their higher education studies.About the RoleAs a Specialist Mentor, you will work closely with students to provide one-to-one support, helping them develop coping strategies and techniques to...
-
Autism Specialist Support Worker
2 weeks ago
Chester, Cheshire, United Kingdom Beacon Support Full timeBeacon Support Ltd. Job OpportunityWe are seeking a highly skilled and compassionate Specialist Mentor to support students with Autism Spectrum Conditions (ASC) in their higher education studies.About the RoleAs a Specialist Mentor, you will work closely with students to provide one-to-one support, helping them develop coping strategies and techniques to...
-
Resettlement Support Specialist
2 days ago
Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full timeResettlement Worker OpportunityWe are seeking a skilled and compassionate Resettlement Worker to join our team in Chester. This is a temporary, ongoing role with potential for permanent employment. The successful candidate will work 35 hours per week, across three days (Thursday, Friday, and Sunday), on a set shift pattern of 7am to 8pm.Your RoleConduct...
-
Resettlement Support Specialist
2 days ago
Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full timeResettlement Worker OpportunityWe are seeking a skilled and compassionate Resettlement Worker to join our team in Chester. This is a temporary, ongoing role with potential for permanent employment. The successful candidate will work 35 hours per week, across three days (Thursday, Friday, and Sunday), on a set shift pattern of 7am to 8pm.Your RoleConduct...
-
Private Client Solicitor
2 weeks ago
Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleYour new company is a well-established law firm in Cheshire, known for its good brand and positive culture. As a private client solicitor, you will handle a diverse range of work, including wills, probate, trusts, estates, Court of Protection, and Lasting Power of Attorney matters. The client base is well-established and includes high net worth...
-
Private Client Solicitor
2 weeks ago
Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleYour new company is a well-established law firm in Cheshire, known for its good brand and positive culture. As a private client solicitor, you will handle a diverse range of work, including wills, probate, trusts, estates, Court of Protection, and Lasting Power of Attorney matters. The client base is well-established and includes high net worth...
-
Private Client Solicitor
2 weeks ago
Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleYour new company is a well-established law firm in Cheshire, known for its good brand and positive culture. As a private client solicitor, you will handle a varied range of work, including wills, probate, trusts, estates, Court of Protection, and LPA matters. The client base is well-established and includes high net worth individuals, ensuring...
-
Private Client Solicitor
2 weeks ago
Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleYour new company is a well-established law firm in Cheshire, known for its good brand and positive culture. As a private client solicitor, you will handle a varied range of work, including wills, probate, trusts, estates, Court of Protection, and LPA matters. The client base is well-established and includes high net worth individuals, ensuring...
-
Private Client Solicitor
7 days ago
Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleYour new company is a well-established law firm in Cheshire, known for its good brand and positive culture. As a private client solicitor, you will handle a diverse range of work, including wills, probate, trusts, estates, Court of Protection, and Lasting Power of Attorney matters. The client base is well-established and includes high net worth...
-
Private Client Solicitor
7 days ago
Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleYour new company is a well-established law firm in Cheshire, known for its good brand and positive culture. As a private client solicitor, you will handle a diverse range of work, including wills, probate, trusts, estates, Court of Protection, and Lasting Power of Attorney matters. The client base is well-established and includes high net worth...
-
Client Support Specialist
1 week ago
Chester, Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full timeClient Support RoleWe are seeking a highly organized and proactive Client Support to join our Wealth Planning team within the Financial Advice arm of our business. As a Client Support, you will play a vital role in providing a smooth client-centric service to our advisers and their clients.Key Responsibilities:Ensure a seamless client onboarding...
-
Client Support Specialist
1 week ago
Chester, Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full timeClient Support RoleWe are seeking a highly organized and proactive Client Support to join our Wealth Planning team within the Financial Advice arm of our business. As a Client Support, you will play a vital role in providing a smooth client-centric service to our advisers and their clients.Key Responsibilities:Ensure a seamless client onboarding...