At a Glance
- Tasks: Enhance client experience by managing administration and liaising with product providers.
- Company: Broadgate, a leading firm in financial planning.
- Benefits: Competitive salary, professional development, and supportive team environment.
- Other info: Join a dynamic team with opportunities for growth and development.
- Why this job: Be a key player in delivering exceptional client service and support.
- Qualifications: Experience in client relationship support and pursuing a financial qualification.
The predicted salary is between 30000 - 40000 £ per year.
Broadgate in the United Kingdom is seeking a Financial Planning Support professional to enhance client experience by managing client administration and liaising with product providers.
You will be pivotal in ensuring all interactions meet high standards.
The ideal candidate will have experience in client relationship support and hold or be working towards a relevant financial qualification.
Strong organisational skills and excellent communication abilities are essential for success in this role.
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We think you need these skills to ace Financial Planning Client Support Specialist
Client Relationship Management
Financial Qualification
Organisational Skills
Communication Skills
Client Administration
Liaising with Product Providers
Attention to Detail
