Back to search
- First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience.
- Case Management: Proactively manage client cases, supporting them throughout the application process.
- Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations.
- Operational Support: Work with the Head of Client Relations to streamline office procedures and improve efficiency.
- Team Collaboration: Assist Financial Consultants with client-related administration and coordination.
- General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks.
- A desire to progress in a professional financial services environment.
- Excellent communication and interpersonal skills, with the ability to build trusted client relationships.
- Strong organisational abilities and the capacity to manage multiple tasks effectively.
- A proactive, solutions-focused mindset with a commitment to delivering outstanding service.
- Willingness to pursue industry qualifications and develop your expertise.
- Annual bonus scheme (6%)
- 30 days holiday plus bank holidays.
- Study support & funding to help you achieve industry qualifications.
- Pension scheme and sick pay.
- BUPA Employee Assistance Program and access to an onsite commercial gym.
- Birthday day off and regular company events.
- Opportunities to contribute to the firm’s Charity Foundation.
- A positive, team-driven culture with clear career growth pathways.
