Job Purpose
The Client Support role is an ideal opportunity for someone looking to work in 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. We 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 within the firm.
Duties & Responsibilities
- Support the Financial Advisers by providing full administrator support to our clients. This involves compiling and generating various financial reports, using a number of analytical tools and general day to day enquiries.
- Assist with client meetings, from appointment scheduling, preparation of financial documents to follow up actions post meeting for example fund switches or withdrawals.
- Act as main point of contact for your assigned clients ensuring you provide exemplary customer services at all times.
- Confidently liaise with providers and other third parties to obtain financial information on behalf of our clients.
- Assisting with projects as they arise for example Consumer Duty and demonstrate dedication to your own personal growth and development within the company.
- Work collaboratively with Financial Advisers and the Client Operations Manager to ensure effective operational organisation of the team.
- Manage your own workflows and tasks, working on own initiative & achieve agreed outcomes without supervision.
- The ability to work as part of a team is paramount to this role. Actively engaging with all team members is key and coordinated efforts ultimately enhances the overall client experience we aim to provide at all times.
Education & Experience
- 2-3 years' experience in a similar role.
- At least 1 RO Exam or similar is desirable - as an organisation, we do support continued study and development.
- Working within Financial Services is an essential requirement, specifically linked to strong pensions knowledge and other financial products.
- Team player with high attention to detail.
- Organised, with the ability to work under pressure in a fast paced environment and to specific timeframes.
- Ability to build strong relationships with clients.
- Ability to work collaboratively within a team.
- Experience of working with databases and updating tracking spreadsheets and information systems.
- Excellent administration skills.
- Excellent communication skills (both written and verbal).
- Strong planning and organisational skills.
- Ability to embrace change and new challenges and learn new skills with a positive attitude.
- Remain calm under pressure, with the ability to multi-task.
- Takes personal accountability for solving day to day problems.
- Strong interpersonal skills, with the ability to display discretion when dealing with confidential and sensitive information.
- Proficient in all Microsoft Office programs.
- Demonstrate a strong understanding of all financial products.
- Experience of FE analytics, Cashflow forecasting and back office programs such as Enable is desirable but not mandatory.