Client Support Associate

3 weeks ago


Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time
Join Our Team

We are seeking a talented and ambitious individual to join our team as a Financial Planning Assistant/Administrator at Service Service Employment Agency Limited. As a key member of our team, you will have the opportunity to develop your skills and contribute to the success of our company.

Job Description

The Financial Planning Assistant/Administrator will be responsible for supporting Advisers and Paraplanners in providing high-level financial planning support and servicing to clients. Key responsibilities include servicing ongoing business, delivering client review services, maintaining accurate client records, and contributing to day-to-day activities.

Key Performance Indicators (KPIs)
  1. Servicing Ongoing Business:
  • 95% client satisfaction rate.
  • 90% on-time completion of client reviews.
Client Review Services:
  • 90% increase in upselling and cross-selling opportunities.
  • 85% client retention rate.
Day-to-Day Activities:
  • 100% compliance with regulatory requirements.
  • 95% accuracy of client records.
Requirements
  • High school diploma or equivalent required; Bachelor's degree preferred.
  • At least 1 year of experience in financial services industry.
  • Excellent communication and interpersonal skills.
  • Ability to maintain accurate client records.


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