Overview
Leicester
Permanent
Hybrid (4 days off, 1 day wfh)
Salary: To £35k doe
The Opportunity: My client is a wealth management company that prides themselves on customer centricity in engaging clients with their money, deeply understanding their needs, educating them about financial matters and partnering with them to deliver tailored solutions.
The Role
The Client Support Team is fundamental to the success of the business, as the first point of contact for clients and providers alike. As Client Support you will report to the Client Support Manager and continually look to reduce business risk, increase efficiency and improve client outcomes. Your clients will include Wealth Managers, Financial Advisors and Scheme providers.
In short, provide an efficient new business processing service, complete research, trades/fund switches, and liaise with product providers to ensure that new business is set up and processed correctly. Provide administration support in relation to valuations, transfer of servicing and client reviews to enable advisers to conduct efficient and effective client meetings. Provide an effective link between the client and the adviser, ensuring both are kept up to date with all matters relating to their financial affairs. Take ownership of complaints and participate in business improvement initiatives.
The Candidate
You’ll need to come from a financial services background. Preferably paraplanning or broader wealth management support. Pensions expertise as a specialist is also of interest. There is scope to learn here. You’ll also need to be competent with IT systems including Excel, Data Management systems and related processing. CII/formal training is desirable.
The Benefits
Parking onsite, workplace pension scheme, discounted fees for services. 23 days holiday plus banks, plus buy-back scheme. Private health, funding and support for professional development.
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