Provide comprehensive administrative support to the firm's Financial Advisers, including compiling and generating various financial reports, utilizing analytical tools, and handling day-to-day client inquiries.
General
We are partnering with a well-established and highly regarded Independent Financial Advisory (IFA) firm based in Reigate, Surrey, to recruit a Client Support Administrator.
This role offers an exciting opportunity to join a supportive team and play a key role in assisting advisors in delivering top-quality financial advice.
You will provide a high quality, administrative service to Financial Advisers whilst working collaboratively with the Client Support Team.
The Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial planning company.
They are very committed to supporting personal growth and development and see this role as a progressive opportunity for an individual who wishes to pave a career path within Financial Planning.
You will provide a high quality, administrative service to Financial Advisers whilst working collaboratively with the Client Support Team.
The Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial planning company.
They are very committed to supporting personal growth and development and see this role as a progressive opportunity for an individual who wishes to pave a career path within Financial Planning.
Posted by Santander Consumer Finance • £25K/yr to £27K/yr
This role is extremely rewarding as you can assist customers with a simple query or be required to handle a more complex situation to help find a suitable solution to support their financial difficulties, whilst protecting their information through our GDPR and data protection guidelines.
For our customers who are in financial difficulty, you will be more than just a friendly voice to answer their questions; you will be an attentive listener and problem solver too.
We have recently partnered with a very exciting property business who have achieved their best year yet due to landing major contracts due to their exceptional service standards so it's a really exciting time to join.
Their training is excellent with programmes offered from day one and throughout your career as you grow into your role.
They have a huge presence in the UK and overseas market with further developments happening towards the end of this year.
Our wonderful client based in Reigate is seeking a Client Support Administrator to join a well-established and highly respected financial planning company.
You will provide a high quality, administrative service to our Financial Advisers whilst working collaboratively with the Client Support Team.
They are also committed to fostering personal growth and development and see this role as a progressive opportunity for an individual who wishes to pave a career path.
We are pleased to be supporting our Horley based client who are currently looking to hire 2 x Customer Support Analyst's to join their growing team.
Benefits Include: Pension scheme, increasing holiday with length of service (start at 20 days rising to 25 days), Holiday EXTRA - purchase up to 5 days extra holiday per year, Employee Assistance programmes - health/legal/counselling, award bonus, Simply Health, Season Ticket Loans, Company social activities inc. Summer BBQ, Festive lunch and much more!
This is a fantastic opportunity for someone with strong customer service experience and proficiency in Excel, as you'll be diving into data and spreadsheets regularly.