Reed Specialist Recruitment are proud to be representing a privately owned financial planning and discretionary investment management house, who are looking for a Client Services Administrator to join their team in Whiteley. After being founded in 2004, they have grown organically and through a small number of carefully integrated acquisitions. Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.
The firm manages and advises on over £3 billion of client assets, acquired through a combination of organic business growth and corporate acquisitions.
The role responsibilities include the following -
- To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility
- Effectively and efficiently onboarding new clients and service the existing clients
- Building effective relationships with customers, advisers and paraplanners in your immediate working environment
- Positively contribute to the team morale and energy, be a great team player
- Communicating to clients effectively through various mediums (e.g. telephone, email etc)
- Willing to get involved in projects within the business, which may occur from time to time
The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment. We are looking for someone who is CII or RO part qualified, with a salary which reflects this experience.
- Knowledge of investment products ISAs, Pensions, Bonds
- Experience of using CRM systems
- Be a good team player
- Experience of challenging the status quo in respect of processes
- A strong passion for delivering excellent customer service
- A self-starter, who owns own development journey
Location/Working Pattern -
We are looking for someone for our Whiteley office, and offer hybrid working, which includes 2 days in the office, with the remainder at home. The firm are incredibly flexible about when and how you work, so if there's a slightly different working pattern that you're looking for, then please let me know so I can see if the firm will accomodate.
Benefits -
- £28,000 – £32,000 salary, depending on experience
- Hybrid working set-up (2 days per week in the office)
- 28 days' holiday (plus bank holidays)
- Life assurance, income protection and a pension
- Access to our flexible benefits platform.