Full Time | £26,000–£32,000
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Newcastle
Onsite
This opportunity would suit someone with previous financial services experience and a strong customer service or administration background who enjoys speaking with clients and handling enquiries.
You do not necessarily need previous experience within financial advice. Experience gained elsewhere in financial services, including banking, could work well. What is particularly important is that you are confident on the phone, communicate well and are comfortable dealing directly with customers or clients.
If you enjoy keeping things organised, speaking with clients, liaising with providers and making sure clients receive an excellent service, this could be a very good opportunity.
This is a varied role where you will play an important part in supporting the delivery of the advice service. You will be involved in new business processing, keeping client records up to date, handling letters of authority, working with providers and third parties, and helping ensure Financial Planners have everything they need to support clients effectively. The role also involves maintaining accurate records, supporting pipeline progression, assisting with meeting preparation and helping deliver a high standard of service across the business.
The Business
This is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience.
The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff.
This is an opportunity to join a business that is continuing to evolve, where administration is seen as a key part of delivering excellent outcomes for both clients and advisers. xgikmsk
The Role
Working as a Client Engagement Administrator, you will support Financial Planners, Personal Assistants and Paraplanners with the administration involved in delivering the advice service.
This is a broad and hands on role with plenty of communication with clients, providers and oth...
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