Client Support Administrator.
Location: Brailsford, Derbyshire
Job Type: Full-Time
Salary: Competitive, based on experience
This is an exciting opportunity to join one of the most recognised financial services practices in the Midlands, dedicated to delivering exceptional service and innovative solutions to our clients. Our client are committed to fostering a collaborative and inclusive work environment where every team member can thrive.
The successful candidate will be supporting financial advisors and ensuring the smooth operation of their financial services department. A good understanding of Financial Services with a minimum of 2 years’ experience in a similar role will be a major benefit to the successful applicant.
Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner – good communication skills are a must
Client Support Specialist Key Responsibilities:
* Provide technical and administrative support to the Practice;
* Diary management for one or more of our Advisers/Wealth Managers with the ability to use initiative and discretion in managing a constantly changing and complex diaries, anticipate and resolve any conflicts without referral.
* To deliver the highest standard of client care both internally and externally.
* Pre-meeting preparation to ensure meetings run according to plan, and post meeting follow up, including accurately updating client files on CRM.
* Process applications accurately and record the required management information.
* Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner.
* Progressing applications with product providers, chasing up Letters of Authority.
* Producing templated client letters and reports.
* Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills.
* Running reports and illustrations and collating key data.
Skills & Experience:
* A minimum of 2 years’ experience in a similar role, ideally from an IFA or other FS business.
* Proven experience in a financial services or administrative role.
* Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with client queries.
* Strong understanding of financial products and services.
* Excellent organisational and time management skills, with the ability to prioritise tasks effectively.
* High level of accuracy and attention to detail.
* Advanced computer skills, especially in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
* Strong communication and interpersonal skills, with a customer-focused approach.
* Ability to work independently and as part of a team in a fast-paced environment.
* The ability to use initiative and problem solve.
* Ensure confidentiality is always maintained.
* Knowledge of regulatory requirements and compliance standards in the financial services industry is a plus.
Additional Benefits:
* 23 days holiday allowance, plus bank holidays, to rejuvenate and recharge.
* Your birthday day off (because why not?!).
* Free onsite parking.
* Wellness benefits including health and wellbeing programme.
* Hybrid work arrangements fostering a harmonious work-life balance.
* Target-linked early finishes each Friday, launching your weekends on a high note.
* Opportunities for professional growth and career advancement.
* Company pension.
Our client prides themselves on fostering a strong team culture where people feel comfortable speaking up, supporting one another and taking part in various team events. They also value continuous learning and support employees with career progression