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For Companies At a Glance
- Tasks: Support financial advisers by preparing reports, updating systems, and ensuring top-notch service delivery.
- Company: Join a rapidly growing, private equity-backed organisation with a start-up vibe and long-term security.
- Benefits: Enjoy genuine progression opportunities and be part of a dynamic, collaborative team.
- Why this job: Be part of an inclusive company with strong values and ambitious growth plans.
- Qualifications: Experience in financial services, excellent communication skills, and a proactive, customer-focused mindset required.
- Other info: Perfect for detail-oriented individuals ready to make a real impact in their career.
The predicted salary is between 28800 - 43200 £ per year.
Are you a detail-oriented and organised individual with experience supporting Financial Advisers?
Do you thrive in a fast-paced environment and want to be part of a rapidly growing, private equity-backed organisation offering genuine progression opportunities?
We\’re looking for a Client Support professional to join a dynamic and collaborative team supporting financial advisers across a wide range of services including wealth management, investment planning, and employee benefits. With exciting growth driven by strategic acquisitions, this is the perfect time to join a business combining start-up energy with long-term security.
The Role
You will play a key role in supporting financial advisers by preparing client reports, updating systems, liaising with providers, and ensuring the highest standards of service delivery. Your responsibilities will include:
- Preparing for client reviews by updating client records and requesting provider information
- Validating fund data and updating income expectations
- Producing valuation reports and supporting documentation using internal templates
- Submitting cases and assisting in new business processing
- Answering calls and dealing with client and provider enquiries
- Creating and maintaining accurate client files
- Staying up to date with products, regulations, and compliance requirements
- Supporting advisers with excellent administrative assistance across all aspects of client care
What We\’re Looking For
- Experience supporting a financial adviser or working in a regulated financial services environment
- Excellent written and verbal communication skills
- Highly organised with great attention to detail
- Strong IT skills and the ability to quickly learn systems (knowledge of IO is a bonus)
- GCSE Maths and English (Grade 5 or above) or equivalent
- A proactive team player with a customer-focused mindset
- Willingness to embrace company values of professionalism, trust, and innovation
This is a fantastic opportunity for someone who wants to be part of a forward-thinking, inclusive company with strong values and ambitious growth plans.
Ready to take the next step in your financial services career? Apply now to join a team where your contribution really matters.
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Client Support employer: Flair for Recruitment
Contact Detail:
Flair for Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support
✨Tip Number 1
Familiarise yourself with the financial services industry, especially wealth management and investment planning. Understanding the terminology and processes will help you engage more effectively during interviews and demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the financial advisory space. Attend industry events or join relevant online forums to connect with people who can provide insights into the role and potentially refer you to opportunities within their organisations.
✨Tip Number 3
Brush up on your IT skills, particularly with systems commonly used in financial services. If you can, get familiar with IO or similar platforms, as this knowledge can set you apart from other candidates and show your readiness to hit the ground running.
✨Tip Number 4
Prepare for potential interview questions by thinking about scenarios where you've demonstrated attention to detail and excellent customer service. Be ready to share specific examples that highlight your organisational skills and ability to thrive in a fast-paced environment.
We think you need these skills to ace Client Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience supporting financial advisers and working in regulated environments. Use specific examples that demonstrate your attention to detail and organisational skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client support and your understanding of the financial services industry. Mention how your skills align with the company's values of professionalism, trust, and innovation.
Highlight Relevant Skills: In your application, emphasise your excellent written and verbal communication skills, as well as your IT proficiency. If you have experience with specific systems like IO, be sure to mention it.
Show Enthusiasm for Growth: Express your eagerness to be part of a rapidly growing organisation. Discuss your desire for progression and how you can contribute to the team's success in supporting financial advisers.
How to prepare for a job interview at Flair for Recruitment
✨Showcase Your Experience
Be prepared to discuss your previous experience supporting financial advisers. Highlight specific examples of how you've contributed to client care and the impact of your work in a regulated environment.
✨Demonstrate Attention to Detail
Since the role requires a high level of organisation and attention to detail, be ready to provide examples of how you ensure accuracy in your work. Discuss any systems or processes you use to maintain high standards.
✨Communicate Clearly
Excellent communication skills are essential for this position. Practice articulating your thoughts clearly and concisely, both verbally and in writing. Consider preparing a few questions to ask the interviewer to demonstrate your engagement.
✨Embrace Company Values
Familiarise yourself with the company's values of professionalism, trust, and innovation. Be prepared to discuss how you embody these values in your work and how they align with your personal approach to client support.
