Client Service Associate Financial Planning - Shrewsbury, United Kingdom - Kingsland Wealth Management

Description

Are you an experienced administrator or client services associate with a financial services background seeking to progress your career? Are you naturally motivated, accurate, flexible and client-focused with a 'can do' attitude?

If this is you, we have a fantastic opportunity to join our busy, growing, forward-thinking financial planning firm offering a bespoke, client-centric service in an ever-changing financial environment.

Opportunity
This role is integral in fulfilling our client service proposition by providing comprehensive client support.

We believe in career progression, encouraging and supporting you to realise your ambitions, whether to grow within the role or progress into a paraplanningrole.

We seek a committed team member with a positive, entrepreneurial attitude who is comfortable embracing change and being part of a successful financial planning business looking to double in size in the next 5 years.

About the role

Working as part of a highly experienced team, providing support to the advisers and in conjunction with the paraplanners on various administrative tasks and delivering a professional, compliant service to our clients.

• Utilise client data for illustrations
• Process new business
• Prepare letters of authority for client policy information
• Answer calls and deal with clients and thirdparty queries
• Produce quotations
• Manage task lists and prioritise workload within deadlines
• Regularly communicate and update clients
• Schedule and manage adviser diaries for client meetings and ensure the relevant paperwork is prepared.
• Update the CRM system
• Ensure that business is conducted in a responsible, compliant, and timely manner, meeting all internal and external legislative requirements

Essential criteria

• Experience working in financial services
• Use of Microsoft Office
• Working knowledge of investment platforms

-
Unrestricted rights to work in the UK

Desirable criteria

• Knowledge of Intelligent Office
• Diploma in Financial Planning, or working towards achieving this
• Excellent attention to detail
• Ability to work well under pressure
• Ability to prioritise and organise

Salary & Benefits

• Basic salary: £25000 to £35000
• Holiday: 20 days holiday plus birthday day off and Christmas/New Year period.
• After 5 years holiday increases incrementally to 30 days over 5 years.
• Autoenrolment Pension
• Private Medical Insurance and Death in Service after 12 months of service
• Staff bonus scheme up to 20% of salary
• Study and exam support

Additional information

The role is office based, with the opportunity to work from home one day per week after the initial probation.

We provide study and exam support and the opportunity to contribute to working parties for internal development and team cohesion.

There is also the opportunity to volunteer to help the community/team social events.


About the company

Kingsland Wealth Management is an established Chartered Financial Planners committed to a client-first approach. Our values align with a professional code of ethics.

At Kingsland Wealth Management, we help our clients make sense of their options and create a financial plan that gives them freedom and security.

We look after our clients in a way many other firms choose not to. We focus on getting to know them and whatthey want to achieve at every stage of their life.

We ensure our clients' finances are always working hard for them, from tax planning and investment strategies to exiting a business or planning for retirement.

We create financial plans for life.

We are proud and honoured to partner with some fantastic charities and projects that positively impact lives daily.

Please view our website for more information about our company and philosophy.


Keywords:
Administrator, Paraplanner, Financial Services, Financial Planning, IFA, Pensions, Investments, Financial Planning Assistant, Sales Support, Client Relationship, Client Support, Client Services, Assistant Financial Planner, AssociateFinancial Planner


NO AGENCIES PLEASE
We are using
Recruitment Rebellion to run and organise the response for this advert. Please do not contact us if you are a recruiter.