Client Services Support - Ashbourne, United Kingdom - Your Resourcing Partner

Your Resourcing Partner
Your Resourcing Partner
Verified Company
Ashbourne, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

We are recruiting for a full-time
Client Support Specialist / Wealth Management Administrator for a very successful wealth management company based in Brailsford, Derby.

This role is immediately available on a permanent full time basis.


Role overview


Working within one of the largest and most successful wealth management practices in the East Midlands, you will be working alongside a number of Wealth Managers/Advisers to assist them in delivering a first class, professional client service.

This challenging role requires a high level of organisational skill to prioritise and coordinate workload activities, whilst ensuring the Advisers are fully supported in their roles.


The position requires strong attention to detail and accuracy due to the complex nature of the services we offer to our clients.

A good understanding of Financial Services, or the desire to learn, will be a major benefit to the successful applicant.


Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner - good communication skills are a must.


For this particular role whilst financial services experience is advantageous it is not essential, as full training shall be provided on all aspects of the role.

What is most important is strong administration and organisation skills and the ability to desire to work in an often fast paced working environment with a high level of attention to detail in your work.


Key Responsibilities

  • Diary management for one or more of our Advisers/Wealth Managers.
  • To use initiative and discretion in managing a constantly changing and complex diaries, anticipate and resolve any conflicts without referral.
  • Liaise with clients to ensure meetings run according to plan.
  • To prepare and check outgoing internal and external correspondence and reports, including confidential and sensitive information ensuring attention to detail.
  • To deliver the highest standard of client care both internally and externally.
  • Provide administrative support to the Advisers; including detailed meeting pack preparation, business submission, client requests, etc.
  • Submit and progress client cases with providers and St. James's Place Admin Centres.
  • To organise and host office visits and events, including coordinating the briefing and material.
  • Make travel and accommodation arrangements in line with time management pressures.
  • Maintain accurate records of client correspondences using CRM systems.
  • Accurately update internal database systems

Key Experience & Skills

  • Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with client queries.
  • Full understanding of backoffice systems and processes.
  • Able to multitask and work to deadlines, ensuring quality is never compromised.
  • The ability to use initiative and problem solve.
  • Demonstrate excellent communication skills, particularly paying attention to detail both internally and externally.
  • Approach work positively with a cando attitude and takes responsibility for tasks.
  • Ensure confidentiality is maintained at all times.
  • Display professional appearance to maintain our company brand.
  • A willingness to work as a team member.
  • Strong computer skills with knowledge of the Microsoft packages.
  • Able to work under pressure to meet specific time deadlines
  • Happy, motivated and keen to work within a dynamic and progressive business

Additional information:


  • Salary: £2031K per annum dependant on skills and experience
  • Bonus: Discretionary bonus linked to personal progression, and both personal and business performance
  • Training: Scope for training and progression within a longterm financial services career
  • Hours of work: 9.00am to 5.00pm Monday to Friday
  • Office location: Brailsford, Derbyshire (DE6 3)
  • Work location: Office based minimum of three days a week. Home based opportunity for two days a week post training period (During initial training full time hours in office required to get up to speed in the role with support).
  • Holiday entitlement: 20 days per annum, plus bank holidays (increases over time)
  • Pension: Generous pension provided
  • This role is immediately available

Salary:
£20,000.00-£31,000.00 per year


Benefits:


  • Company pension
  • Onsite parking

Schedule:

  • Monday to Friday
  • No weekends

Ability to commute/relocate:

  • Ashbourne: reliably commute or plan to relocate before starting work (required)

Application question(s):

  • Do you have previous experience supporting Financial Advisers in an administrative support capacity? (not essential but desirable)

Education:


  • GCSE or equivalent (preferred)

Experience:


  • Customer service: 1 year (preferred)
  • Administrative experience: 1 year (preferred)

Licence/Certification:

  • Driving Licence (preferre
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