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 Financial Advisers whilst working collaboratively with the Client Support Team.
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.
Job Description
Support the Financial Advisers by providing full administrator support to 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.