Client Support Executive - Alderley Edge, United Kingdom - Independent Resourcing Consultancy
Description
Client Support Executive:
Job Reference: 158
Date Posted: 18 April 2023
- Recruiter: Independent Resourcing Consultancy
- Location: Alderley Edge
- Salary: £20,000 to £25,000
- Sector: Administration, Client Services
- Job Type: Permanent
- Contact: Jon Minns
- Telephone:
They are currently recruiting a Client Support Executive to join their growing team.
About you
To thrive as an Administrator, you will need specific experience and skills.
You should be able to tick these boxes:
- Administration experience, preferably in a financial planning company
- A basic knowledge of investments, pensions and life assurance policies.
- Financial administration qualifications would be advantageous.
- Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.
Responsibilities
- Processing authority letters, gathering financial data for new clients and annual reviews.
- Processing financial transactions on platforms.
- Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
- Providing administrative support to the financial planners and paraplanners as required.
- Supporting clients with administrative queries and communication as required.
What is on offer
The opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.
The opportunity to be part of a team delivering truly great financial planning advice to our interesting and varied range of clients, working closely with all our financial planners and paraplanners.
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