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Client Support Administrator job in Wrexham at Amour Recruitment

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Client Support Administrator at Amour Recruitment

Client Support Administrator

Amour Recruitment Wrexham, Clwyd Full Time

Are you a strong, organised administrator with Financial Services experience? Are you looking for an exciting opportunity with an innovative Financial Services company? Then we may have just the opportunity for you!

Amour Recruitment is delighted to be working with a leading Financial Services provider based in the St Asaph area, who are looking to add to their Client & Adviser Support team. Successful candidates in this role will support the company's Wealth Planners in exceeding company targets with regards to client SLAs and will have a key role to play in ensuring new & existing clients receive a fantastic service consistently.

This company places client care at the forefront of everything they do, ensuring that work is done right first time, every time, so you will need to be a confident communicator with exceptional relationship management skills. You will deal with clients, Wealth Planners, and third party service providers as well as internal teams both over the telephone and via email. Previous experience in Financial Services is vital and you'll be joining a team with a fantastic, inclusive culture.

The Role:

  • Build & maintain strong relationships with the Wealth Planners and their clients.

  • Work closely with the rest of the Client & Adviser Support team, Paraplanners and other internal & external providers/professionals to facilitate efficient and quality administration resulting in excellent client outcomes

  • Assist Wealth Planners to maintain and manage their client banks according to segmentation and service proposition providing an organised and structured approach to the workload within the wider team

  • Assist with managing Wealth Planner diaries

  • Ensure that client files pre & post meeting contain all relevant information and paperwork, ensuring that all client data is accurate and up to date

  • Be responsible for all post meeting administrative actions and ongoing client servicing

  • Maintain a basic level of industry knowledge through private reading/attending workshops

  • Our Ideal Candidate:

  • Previous Financial Services experience (non-essential)

  • Excellent written & oral skills

  • Able to work to deadlines whilst producing accurate, recorded work

  • Able to prioritise workload & recognise the service level demands

  • Excellent organisational skills required

  • Not afraid to challenge and ‘manage up’ when required

  • Excellent use of Microsoft Word, Excel and Powerpoint

  • This role is hybrid - split between the office and homeworking with 2 days per week at home. There is also an attractive salary on offer at £24,000 per annum with 25 days holiday, plus 8 bank holidays. Hours of work will be 0900-1730 Monday-Friday.

    Benefits include discretionary annual bonus, private medical insurance several excellent voluntary benefits.

    Don't worry if you don't tick all of the boxes above, we welcome applications from all candidates regardless of background or experience level. If you're looking for a new opportunity, one of our experienced consultants will be happy to have a confidential conversation with you and give you more details on this or any of our other vacancies with our ever-growing list of clients!

     

    Recommended Skills

    • Administration
    • Business Relationship Management
    • Communication
    • Finance
    • Microsoft Excel
    • Microsoft Power Point
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    Job ID: 007930bdd8f8