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Red Recruitment is recruiting a Client Product Advisor in Bristol City Centre to join our client, one of the largest providers of Financial Education and Well-Being support within the public sector.
This is a great opportunity for those who are driven and want to start their career within this industry. This role will provide support to the network of Advisors and clients in the UK regarding products held.
Benefits and Package for a Client Product Advisor:
- Salary: Competitive
- Hours: Monday - Friday, 9am - 5pm
- Contract Type: Permanent
- Location: Bristol City Centre
- Workplace pension
- Death in service cover
- 25 days annual leave plus bank holidays
- Discretionary bonus scheme
- Private medical insurance
Key Responsibilities of a Client Product Advisor:
- Preparing and issuing client review packs to Advisors in advance of client meetings
- Undertaking CGT analysis
- Opening and handling client post
- Administering Bed and ISA transactions and annual realignment
- Accurately inputting new enquiry information onto the CRM system
- Assisting with maintaining administrative procedures and regularly reviewing to consider ways of improving existing processes
Key Skills and Experience of a Client Product Advisor:
- You should have excellent work ethic, with the ability to self-review and ensure work is accurate
- Ideally, you will have experience in financial services, preferably within an IFA
- A relevant degree if a graduate, i.e. finance or economics
- The ability to demonstrate strong organisational skills is required
- You should have good rapport-building skills and be able to communicate to 3rd parties appropriately
If you are interested in this position and have the relevant skills and experience required, please apply now!
Red Recruitment (Agency)
