Client Services Associate, Financial Planning
* Annual Salary:Up to £30,000
* Location:Taunton
* Job Type:Full-time or Part-time (Hybrid Working)
They are seeking a proactive and detail-oriented Client Services Associate to join our Financial Planning team. This vital support role involves working closely with Financial Planning Consultants to ensure the seamless delivery of exceptional client care and operational efficiency.
Day-to-day of the role:
* Provide comprehensive administrative support across all stages of the client journey.
* Conduct research and compile clear, accurate reports to support financial recommendations.
* Process and track new business applications and manage online platforms with meticulous attention to detail.
* Regularly communicate with clients, product providers, and internal teams to ensure timely and accurate completion of new and ongoing business to a high service standard.
* Use Intelligent Office client database/back office system for data entry and workflow management.
* Handle platform dealings, accurate trades, and transfers.
* Carry out reviews and valuation reports on a monthly basis.
* Work with complex Trust administration and maintain accurate records.
Required Skills & Qualifications:
* Previous experience within a similar role or keen interest in entering Financial Planning.
* Familiarity with Intelligent Office client database/back office system is advantageous.
* Awareness of FCA compliance requirements.
* Excellent communication skills and the ability to organise and prioritise your workload.
* A team player with a focus on client care.
* Interest in progressing with industry qualifications.
Benefits:
* A minimum of 25 days holiday, with the option to buy and sell additional days.
* Annual salary review and hybrid working options.
* Payment of professional subscriptions relevant to your role.
* Group pension scheme and life assurance with access to a smart health app.
* Employee assistance programme for you and your family.
* One volunteering day per year and cinema society discounts.
* Bupa health and cash plans available.
* Electric car and cycle to work schemes.
About Us:
They are a firm of Chartered Accountants, Tax Consultants, and Financial Planners, dedicated to providing high-quality advice to businesses and individuals. Theyvalue diversity and inclusion, ensuring an environment where all employees feel valued and can thrive. Theyare committed to professional development and are always looking to train and develop individuals who could be our future leaders.
To apply for this Client Services Associate position in Financial Planning, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
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