Client Support
- Location: Leicester or St Ives (Cambridgeshire)
- Job Type: Full-time
- Salary: up to £30k
Reed Financial Services are working with a 40-year-old Financial Services providing financial security who are seeking a dedicated Client Support professional. This role is pivotal in providing administrative excellence and ensuring regulatory compliance throughout the client journey. If you have a passion for financial services and a commitment to client-centred excellence, we invite you to join our team.
Day to Day of the role:
- Process new business efficiently, including research, trades, fund switches, and liaising with product providers to ensure correct setup and processing.
- Support with valuations, transfer of servicing, and client reviews to facilitate efficient and effective client meetings.
- Act as a communication link between clients and advisers, keeping both parties informed on financial matters.
- Maintain and update client information on relevant systems, ensuring accuracy, timeliness, and compliance.
- Provide post-meeting administrative support to advisers, adhering to agreed timescales.
- Report any complaints, breaches, or losses to the Commercial Director promptly.
- Perform general administrative duties to meet deadlines, maintain records, and comply with regulatory requirements.
- Maintain and develop technical, product, and industry knowledge to work effectively.
- Contribute to process improvements, developments, and business projects.
- Support with suitability, cashflow, and client portal management in line with company processes.
Required Skills & Qualifications:
- Excellent prioritisation and organisational skills, with the ability to manage workloads and adhere to deadlines.
- Advanced data and IT skills, including data input, accuracy, and navigation.
- Ability to build and maintain effective relationships with clients and advisers.
- Desirable: Experience in financial advisory, industry and product knowledge, Certificate in Financial Administration or equivalent, and familiarity with Intelliflo Office and/or The Openwork Partnership's ConcertHub system.
Benefits:
- Competitive salary and workplace pension with salary exchange (5% employer and 3% employee equivalent).
- 23 days holiday allowance, plus public holidays, with the option to buy or sell up to 5 days per year.
- Private medical scheme after 6 months' probation.
- Hybrid working up to 1 day a week from home, plus flexible working for appointments.
- Support for professional development.
- Discounts on our services and a referral scheme.
To apply for the Client Support position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.