We have two vacancies to join a leading financial planning and discretionary wealth management firm based in Salisbury as part of an exclusive Client Support team. The role will be split between home working and a modern office environment working with a team of advisers where you will help deliver positive client outcomes.
The primary responsibility of the client services role: Reporting to a Business Support Superior you will provide full administrative service, maintaining all client relationships in order to support Advisers to meet our client's obligation under their Value and Service Proposition.
We are looking for candidates who have experience of working within a Financial Services role previously of at least 2+ years, experience of working in a Wealth Management, IFA practice is an advantage.
Skills and personal attributes required:
Excellent written and verbal communication skills
Effective and confident telephone manner
Attention to detail
Integrity and values driven
Ability to effectively organise and prioritise own workload
Ability to work under pressure and consistently meet deadlines
Team player to enable the group to support each other
A-C Maths & English at GCSE level essential
Sound knowledge of MS Office and system savvy to learn an in house customer management information tool
Key responsibilities of the Client Services Administrator
Processing of new business and documentation
Preparing of meeting packs for client visits and quotations
Dealing with client queries, taking appropriate action to ensure the query is dealt with effectively
Inputting and ongoing maintenance of data on internal systems
General administration, ensuring the client service is of a high standard
Liaise with other departments, colleagues in a professional manner
Producing ad-hoc client valuations
Support the senior team
This is an excellent opportunity to join a progressive organisation that will offer you the chance to learn and progress your career aspirations. Whilst general financial services experience is of interest, if you have specifically worked in a Trading team or a similar division which involves switching funds as part of the process then that would be considered an advantage.
The role is based in Salisbury, approximately x3 days a week office based, x2 WFH. Offering free parking and a number of excellent benefits.
Contact Liam for further information or to apply.