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Title: Client Support (Wealth Management)
Location: Chester
Salary: up to £28,000 (dependent on experience) + discretionary bonus
The company:
A national Wealth Management firm is seeking a Client Support to join their Wealth Planning team within the Financial Advice arm of the business. This company approaches their work in an honest, forward-thinking manner to provide expert service, bespoke to individual needs. With long term goals at the core of their vision, they understand their employees underpin their success and reward hard work with attractive benefits.
The role:
As a Client Support, you will provide important support to advisers and their clients to provide a smooth client-centric service. This will include:
- Ensure a smooth client onboarding process
- Provide organised client communication relating to ongoing business, queries, arranging meetings, diary management and processing of instructions
- Managing cash movements and balances
- Administration of client information onto back-office systems/platforms
- Assisting with ad hoc office duties
- Preparing for client appointments
- Being a main point of contact for clients
To succeed you will need:
- Previous financial services experience
- Proactive approach with strong communication skills
- Organised, proactive and observant
- Desire to progress within Financial Planning industry
Benefits:
- 25 days holiday (option to buy more)
- Hybrid WFH / Office split (equipment provided)
- Life Assurance (x4 salary)
- Juicy company pension scheme (10% contribution)
- Private health insurance
- Employee Wellbeing Assistance programme
- Season Ticket Loan
- Share incentive scheme
- Access to discounted financial advice
- Discretionary Bonus
Reference: 9240
