Overview: Client Support Administrator job vacancy in Yorkshire recruiting now
Employer: Aspire Executive Search
Location: Yorkshire, United Kingdom
Employment Type: Permanent
Client Support Administrator, Huddersfield . Salary up to £28,000 (Dependent upon level of experience) Excellent benefits including a bonus and at least 2 days working from home)
Are you an Administrator working within an IFA practice and looking for a move where you are able to progress into Paraplanning?
Would you like the opportunity to progress to an Advisor one day?
Are you looking for an employer who are flexible and allow working from home and flexibility in your working hours?
Then look no further, this could definitely be the opportunity for you.
This is an excellent and interesting opportunity to work for an IFA firm who have a client centred approach and are experienced in helping clients with complex needs.
The purpose of the role is to provide client services, and administration support to an IFA practice who offer unparalleled service to their clients.
Reporting to the Practice Manager, you will provide support to the whole team, including Financial Advisers and clients.
You will contribute to the success of the company overall and adhere to all internal compliance standards and administration procedures ensuring that client satisfaction is of the highest standard throughout all contact with clients and colleagues.
Your duties and responsibilities will be to:
- Provide full administrative support to the Client Services Manager to deal with ongoing and technical queries as and when they arise, working within the achievable deadlines set out
- To initiate the on boarding process and manage the process through to the application stage
- Deal with New Business processing
In order to apply you will be required to have:
- A minimum of 18 months experience within Financial Services
- Excellent telephone manner and the ability to communicate with clients effectively
- You will have a working knowledge of core financial products including pensions, ISAs, Investments
- Excellent organisation, communication, and numeracy skills both written and oral
In return you will earn an excellent salary of up to £28,000 and an annual discretionary bonus
An excellent team who will provide the right on boarding and training experience.
The opportunity to progress for examinations if you want to.
A genuine route to Paraplanner and / or Financial Advisor.
If this does sound like something you would be interested in and you would like to discuss further and you do meet the above criteria, please do not hesitate to apply and send your CV through the ad, or get in touch with HELEN SPRIGGS directly through LINKEDIN
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