Client Support

2 weeks ago


Salisbury, United Kingdom Four Pillars Financial Planning Full time

**About us**

This is a great opportunity to improve your K&E, develop your career and join the team in a full-time Client support role at Four Pillars Financial Planning located in Whaddon, Salisbury, with flexibility for some remote work. Salary plus annual bonus is dependent on experience.

Our goal is to create a happy working environment, where going above and beyond is acknowledged, appreciated and rewarded.

Our work environment includes:

- Work-from-home days
- Growth opportunities
- On-the-job training

**Responsibilities**:
**Requirements**:

- Previous experience in financial services and knowledge of financial planning and investment products is beneficial
- Previous experience in a client services or a customer support role is also desirable
- The role requires excellent Phone Etiquette and Communication skills, both written and verbal
- Experience using Microsoft Office and relevant computer software is a must
- You are required to have strong organizational skills and attention to detail with the ability to work independently and in a team
- Having strong analytical skills with the ability to interpret data and make recommendations is required
- As well as having the ability to multitask and prioritize tasks effectively

**Job Types**: Full-time, Permanent

**Salary**: £24,000.00-£30,000.00 per year

**Benefits**:

- Company events
- Company pension
- Free parking
- On-site parking
- Sick pay

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Yearly bonus

**Experience**:

- Customer service: 1 year (preferred)

Ability to Commute:

- Salisbury, SP5 3HT (required)

Ability to Relocate:

- Salisbury, SP5 3HT: Relocate before starting work (required)

Work Location: In person



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