Client Support Specialist
4 days ago
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 responsibilities will include:
- Ensuring a seamless client onboarding process
- Providing organized client communication and diary management
- Managing cash movements and balances
- Administering client information onto back-office systems
- Assisting with ad hoc office duties
- Preparing for client appointments
To succeed in this role, you will need:
- Previous experience in financial services
- Strong communication and organizational skills
- A proactive approach and attention to detail
We offer a competitive salary, hybrid working arrangement, and a range of benefits, including life assurance, pension scheme, and private health insurance. If you are a motivated and organized individual looking to progress in the financial planning industry, we would love to hear from you.
", "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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