Client Support Specialist

1 week ago


Chester, Cheshire, United Kingdom Recruit UK Full time
Job Title: Client Support

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


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