Your new company
This organisation is one of the UK's top accountancy firms and a leading professional services provider. They deliver services through a range of divisions, including tax, audit and assurance, wealth management and business advisory services.
They're people-first, and this approach really sets them apart. They understand your role is crucial to their success, and will invest in you by giving you access to award-winning development programmes and resources that will give you the freedom to shape your career.
Your new role
Your work in financial planning goes beyond the numbers, allowing you to build up meaningful client relationships, understand their business and deliver insights that will drive real results. Working within the Client Support Team, you'll work closely with the Senior Client Support to be a point of contact, deal with all aspects of the new business process and ensure all objectives are achieved on a timely basis.
As such, this role would be suited to someone who is self-assured, proactive and has the ability to build long-lasting relationships.
Key responsibilities include:
Providing 'subject matter expert' input as appropriate and when requested, and provide appropriate training, direction and support for others where needed
Troubleshooting issues within the Client Support Team, finding solutions and implementing them, seeking support from senior management where appropriate
Dealing with all aspects of the new business process and ongoing servicing of clients' plans, liaising with colleagues in other service lines and product providers as appropriate
Taking ownership for keeping up to date with legislative / regulatory changes / CPD
Being a point of contact for clients, colleagues and external stakeholders
Adhering to regulatory requirements, compliance procedures, departmental and firm-wide processes
Helping to manage the consultant diary to help ensure the most effective use of their time
Proactively get involved and contribute ideas as part of continuous improvement.
Support and embrace necessary changes. Share best practice and knowledge
What you'll need to succeed
A proactive and positive approach
The ability to take initiative
Attention to detail
Confidence to seek guidance or refer complex/unusual/non-compliant cases to the Operations or Compliance Manager
Appreciation and understanding of how other roles within the department are inter-dependant
Advanced experience using the full Microsoft Office Suite
What you'll get in return
Full time, permanent position
Agile working - Flexibility of core hours from 10am to 2pm
2 WFH days per week
25 days holiday plus
bank holidays, plus the opportunity to buy or sell up to 5 days (28 days on a training contract, with the opportunity to buy 5 days)
Employee recognition awards
A competitive salary package
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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