Dynamite Recruitment are proud to be recruiting on behalf of a very reputable Financial Planning Firm, on the recruit of a Client Servicing manager to join the team.
This role will involve liaising with clients, colleagues and providers. You will be responsible for client communication and administration. The person in this role will have strong communication skills, Financial Planning knowledge and transferable skills. The person behind the CV is the most important.
Duties include:
- Answering client queries via phone and email.
- Updating and maintaining the back office database system.
- Completing appropriate meeting preparation and booking into Advisors diaries.
- Actioning meeting notes provided by the adviser.
- Process new business applications and business submissions.
- Support the advisers on client servicing activities.
- Preparation and follow up on regular client reviews.
Experience and skills desired:
- Previous experience in the financial Services industry
- Excellent communication skills, verbal and written
- Professional manner and fantastic values
- Computer literate
- Excellent eye to detail
If desired, there is plenty of progression opportunities available internally as well as exam support and professional development opportunities
Petersfield
£26,000 - £32,000 DOE
For more details please contact Tegan Walsh at Dynamite Recruitment