At a Glance
- Tasks: Support financial advisers and clients with high-quality administrative and customer service.
- Company: Join a dynamic financial services firm focused on client relationships.
- Benefits: Competitive salary, training opportunities, and a collaborative work environment.
- Other info: Opportunity for career growth and involvement in exciting projects.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in client administration and a strong customer service ethos.
The predicted salary is between 31500 - 38500 £ per year.
Role Description
The Client Support plays a key role in supporting the smooth running of day-to-day support ensuring the delivery of high-quality administrative and customer service support to financial advisers and their clients, in accordance with regulatory requirements and business standards.
- Core Experience & Competencies
- Previous experience in a similar role within an IFA business or financial services industry is preferable.
- Experience in client administration and support.
- Team player with a collaborative approach.
- Previous Experience of Intelligent Office (IO) is preferable.
- Strong customer service ethos – able to build relationships of trust across a diverse client base.
- Process driven – able to follow defined processes to evidence adherence to PFS standards and policies, regulatory requirements and any other compliance demands.
- Attention to detail – working with the Adviser & Team Leader(s) to ensure that clients have all the information they need in order to review and make decisions about their investments; that providers have the correct details to carry out client instructions; and that all information is recorded in IO.
- Problem solving – able to find solutions to issues and non-standard situations as they arise, ensuring appropriate escalation and recording in line with complaints processes and/or feedback to ensure continuous improvement on PFS processes.
- Collaborative Communicator – building relationships across the various teams and able to work with colleagues at all levels of the organisation.
- Able to prioritise and manage workload – work with Team Leader(s) to understand and prioritise client-based workload while balancing day to day administrative tasks such as the maintenance of client data, documentation etc.
Responsibilities
- Participates in weekly meeting with Team Leader(s) where workloads are prioritised.
- Acts as key point of contact for clients; organising and dealing with correspondence via telephone, email or letter.
- Responsible for the timely creation and ongoing update of accurate client records, both personal/fact find details and investment details within IO including support from the Team Leader(s) when required.
- Ensures that all client interactions are recorded using standalone tasks and purpose-built workflows within IO (e. g. new client, client review, new instruction, client on & off-boarding), providing an audit trail of activities and the ability to delegate workload to other administrators with relevant background details when required.
- Works with the Team Leader(s) ensure that client review reports are generated from the relevant system and that all information is validated and checked.
- Works with the Team Leader(s) to ensure that basic client reports are generated from IO using the agreed templates and that all information is validated and checked.
- Supports the Team Leader(s) and Paraplanner(s) in utilising other agreed toolsets to provide data for client identification, risk profiling, lifestyle planning, investment analysis etc.
- Acts as main point of contact between providers and Team Leader(s) in the transfer, set up and administration of investments and policies on behalf of clients.
This includes dealing with letters of authority, processing new applications, following up with ongoing transactions, resolving issues etc. ensuring that the client is kept informed on progress and is notified when transactions are completed.
- Ensures that client fees and commission (initial, ongoing and ad-hoc) are set up and maintained correctly in IO to support accurate monthly payments to Pembroke and provide an accurate view for client reporting.
- Ensuring that all client communications and documentation are scanned and filed in IO in a timely manner to ensure compliance with PFS file checking processes.
- Supports the Team Leader(s) and Paraplanner(s) in maintaining up to date client records to ensure compliance with Anti-Money Laundering / Know Your Client, GDPR and other statutory/regulatory rules.
Ensures details and supporting documents are recorded in IO.
- Provides support for Team Leader(s) and Support Team Manager in defining and carrying out organisational projects/initiatives.
- General office duties including answering phones, photocopying, filing and scanning as required.
- Acts as cover for Receptionist or other support team members when out of office (breaks, annual leave, sick leave etc.)
- Other Obligations
- Complete Financial Services industry mandatory/regulatory training to given deadlines
- Adhere to company policies
- Maintain a clear desk and ensure all documentation is locked away securely out of hours
- Ensure that all confidential paperwork is either scanned to the relevant file and disposed of in the confidential data bins or shredded
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Client Relationship Associate (Horsham) employer: Chevening Financial Ltd
As a Client Relationship Associate in Horsham, you will thrive in a supportive and collaborative work environment that prioritises high-quality customer service and professional growth. Our company offers comprehensive training, a strong team-oriented culture, and opportunities for career advancement within the financial services sector, making it an excellent place for those seeking meaningful and rewarding employment. With a focus on compliance and client satisfaction, you will play a vital role in building lasting relationships with clients while enjoying the benefits of working in a dynamic and engaging location.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Associate (Horsham)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Chevening Financial Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Relationship Associate (Horsham)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Chevening Financial Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Chevening Financial Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Chevening Financial Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Chevening Financial Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Chevening Financial Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Chevening Financial Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
