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Join a Wealth Management company with excellent prospects, and benefits, including a generous pension scheme, performance-based bonuses, private medical insurance, and more. You’ll provide comprehensive administrative support to advisors and maintain regulatory compliance. The ideal candidate is detail-oriented and eager to learn and develop professionally. If you’re passionate about delivering top-tier client service and ready to grow your skills, we want to hear from you!
Client Support Administrator
Location: Leeds/Skipton (travel may be necessary)
Full-time | Permanent | Up to £28k | Excellent Prospects | | Plus more!
An incredible opportunity has become available as a for a forward thinking and fast paced Wealth Management company. They are looking for a Client Support Administrator to join their dynamic team to support the advisers. Previous experience within an IFA firm would be beneficial but most importantly, you will be there to offer the upmost professional client service! You should have a passion delivering high quality client/customer support and be ready to develop yourself and learn imperative skills. Regardless of if you are at the start of your career or looking for a career change, if you have the desire to do well and are eager to learn - we would love to hear from you!
Benefits include:
- Generous pension scheme
- Quarterly performance based bonus structure
- Death in service
- Private medical insurance
- Study support if applicable
- 25 days holiday (plus bank holidays)
- Birthday off
Key responsibilities include:
- Dedicated support for the day to day administration of the practice, including client servicing, system administration and diary management
- Liaise with the Adviser and Client as appropriate to fill any gaps in information and ensure CRM system is up to date
- Monitor client reports and identify challenges or opportunities to grow the business
- Support the business in tracking compliance, licensing, regulatory and legislative requirements
- Support the Adviser to ensure the end to end business process is adhered to and tracked efficiently in line with company and regulatory standards.
- Dealing with ad-hoc requests and day-to-day administration for the department, as directed
- Producing analysis using Financial Express Analytics to compliment client reports
The ideal candidate:
- Analytical, with good attention to detail and a willingness to learn and develop
- Accurate and consistent in all areas especially in client facing material
- Able to maintain a positive 'can do’ attitude and be open to change and new ideas
- Experienced with all Microsoft Office functions
- Previous experience in an IFA firm is desirable
- Knowledge of related regulation and legislation and the willingness to progress professional learning including by examination
At A for Appointments, we are committed to equal opportunities for everyone. We embrace diversity and believe that a balanced, inclusive workforce is crucial to our business. We do not tolerate discrimination, harassment or bullying towards any candidates or employees. We are proud to be an equal opportunities employer.
Due to the high volume of applications we receive, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within five days, please assume that on this occasion your application has not been successful.
