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    Client Services Administrator - Fareham, United Kingdom - Brook Street UK

    Brook Street UK
    Brook Street UK Fareham, United Kingdom

    1 week ago

    Default job background
    Full time Marketing / Advertising / Public Relations
    Description

    We're seeking a dynamic client services administrator. The ideal candidate will possess exceptional communication skills and a knack for troubleshooting and processing tasks efficiently.

    Role and Responsibilities:
    - Prioritise customer satisfaction above all else, ensuring exceptional service delivery at all times.
    - Familiarise yourself with Our Core Values and our range of products and services.
    - Efficiently on-board new clients and provide ongoing support to existing clients.
    - Cultivate strong relationships with customers, advisers, and paraplanners within your immediate POD.
    - Foster a positive team environment and contribute positively to team morale.
    - Communicate effectively with clients through various channels, including telephone and email.
    - Willingly participate in business projects as needed.

    Essential Attributes:
    - Delivery-oriented and well-organised individual with experience in a financial planning environment.
    - CII or RO part qualified preferred, with a salary commensurate with experience.
    - Knowledgeable about investment products such as ISAs, Pensions, and Bonds.
    - Proficient in using CRM systems.
    - Strong team player with a passion for delivering excellent customer service.
    - Proactive self-starter committed to personal development.

    Location:
    This position is based at our Whiteley office, with hybrid working arrangements including 2 days in the office and the remainder at home. We're dedicated to championing flexible working patterns to accommodate our team member's needs.

    Benefits:
    - Competitive salary ranging from £28,000 to £32,000 depending on experience.
    - 28 day's holiday plus bank holidays.
    - Life assurance, income protection, and pension contributions.
    - Access to our flexible benefits platform.
    - Experience our vibrant culture, where hard work is balanced with fun and camaraderie.

    For more information, please contact Shanice at our Southampton branch.

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