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For Companies At a Glance
- Tasks: Support financial advisers by preparing reports and managing client communications.
- Company: Join a fast-growing business with a start-up vibe and long-term stability.
- Benefits: Enjoy a collaborative team environment and opportunities for professional growth.
- Why this job: Make a real impact in a dynamic role while embracing innovation and professionalism.
- Qualifications: Experience in financial services, strong communication skills, and GCSE Maths and English required.
- Other info: Perfect for proactive team players eager to advance their careers in finance.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Are you ready to join a fast-paced, growing business where your client service skills will truly make an impact?
We’re looking for a Senior 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
- Preparing for client reviews, 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
- Staying up to date with products, regulations, and compliance requirements
- Supporting advisers with excellent administrative assistance
About You:
- Previous 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 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.
Senior Client Support employer: Flair for Recruitment
Contact Detail:
Flair for Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Support
✨Tip Number 1
Familiarise yourself with the financial services industry, especially wealth management and investment planning. Understanding the key concepts and terminology will help you engage more effectively during interviews and demonstrate your knowledge.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who work as financial advisers. Attend industry events or join relevant online forums to build connections that could lead to valuable insights and potential referrals.
✨Tip Number 3
Brush up on your IT skills, especially if you have the opportunity to learn about specific systems like IO. Being tech-savvy can set you apart from other candidates and show your willingness to adapt to new tools.
✨Tip Number 4
Prepare for the interview by thinking of examples from your past experience where you've demonstrated excellent client service and attention to detail. Be ready to discuss how you’ve handled challenging situations and supported clients effectively.
We think you need these skills to ace Senior Client Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client support and financial services. Emphasise any previous roles where you supported financial advisers or worked in a regulated environment.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and attention to detail. Mention specific examples of how you've provided excellent client service and supported teams in the past.
Highlight Relevant Skills: In your application, clearly outline your IT skills and any familiarity with systems like IO. Also, mention your organisational abilities and customer-focused mindset, as these are key for the role.
Show Enthusiasm for the Company: Express your excitement about joining a forward-thinking company. Reference their values of professionalism, trust, and innovation, and explain how you align with these principles in your application.
How to prepare for a job interview at Flair for Recruitment
✨Showcase Your Client Service Skills
Since the role focuses heavily on client support, be prepared to discuss specific examples of how you've successfully assisted clients in the past. Highlight your ability to communicate effectively and resolve issues promptly.
✨Demonstrate Your Organisational Skills
The job requires excellent organisational abilities. Bring up instances where you managed multiple tasks or projects simultaneously, ensuring that you met deadlines and maintained high standards of service delivery.
✨Familiarise Yourself with Financial Products
Stay updated on the latest financial products and regulations relevant to the role. Showing that you have done your homework will demonstrate your commitment and readiness to support financial advisers effectively.
✨Emphasise Team Collaboration
As a proactive team player, share experiences where you worked collaboratively with others to achieve common goals. This will highlight your ability to fit into their dynamic and collaborative team environment.
