Client Support Associate

2 days ago

Perth, United Kingdom Carbon Financial Partners Ltd Full time

**Company description**

Carbon is a leading provider of independent financial advice, providing holistic financial planning which puts clients first. At the heart of everything we do are our core values:

- Be the best we can be
- Do the right thing
- Free to be different

We aim to provide the very best advice to clients without being constrained by industry conventions and provide an environment where team members can grow at a pace and direction tailored to them.

**Job description**

We offer an exciting working environment where your contribution is valued and we offer a competitive benefits package including pension, life cover and healthcare.

Salary is dependent on experience - full time up to £25k.

**Day-to-day in the role**:
Preparing annual review packs

Processing new business

Dealing with client & planner queries

Answering phone calls

**Key Requirements**:

- At least two year’s financial services experience in a similar role.
- Effective time management skills - ability to organise workloads and work to deadlines.
- Excellent verbal and written communication skills.
- Knowledge of Intelligent Office back-office system would be beneficial.
- Knowledge of Abrdn/Standard Life Wrap desired - but training will be provided.

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

**Salary**: £20,000.00-£25,000.00 per year

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Employee discount
- Financial planning services
- Free flu jabs
- Life insurance
- Private medical insurance
- Sick pay
- Work from home

Schedule:

- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme

Work Location: Hybrid remote in Perth

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