Client Support Manager

Looking for a fool-proof amazing career path? Have a read…. If you are looking to work for a company that invests in its teams development, as well as to be recognised as one of the best in the UK at what they do, and if you are a solid, experienced administrator ideally in the world of finance, investments, mortgage or related sector, then this may be worth a read! Role: Client Support Manager Location: Milton Keynes Salary: circa £30,000 – £40,000 depending on experience and qualifications Benefits: pension 28 days holiday (inc bank holidays) PLUS additional holidays to cover Christmas and New Year closure parking Continuous development sponsored and a bonus at exams passed (great career of Financial services potentially!) employee recognition awards Friday breakfast club Fab Festive team events and lots more! Hours: worked Monday to Friday 8.00- 5.00pm (normally 4.00pm finish on a Friday to start the weekend) Overview The Adviser support team members have responsibility for the ongoing relationship for a portfolio of clients and supporting the financial adviser in looking after these client’s needs, providing excellent, ongoing non-advised service and help the team and brand maintain a very high client satisfaction and maintaining the status of being one of the top Financial Services companies in Buckinghamshire and listed in the Financial Times. Key Duties & Responsibilities * Take responsibility for a portfolio of clients, performing tasks such as: * Creating Annual Review Reports accurately and in a timely manner * Creating Valuations * Performing fund switches on client portfolios with absolute accuracy and attention to detail * Maintaining regular contact with clients via phone calls, email and letters to ensure great client support and service, building trusted, valued relationships * Sitting on the Financial Adviser client meetings with clients, taking detailed notes as well as actioning any agreed outcomes, updating client fact-find and client notes. * Dealing with client queries (via liaison with the financial adviser) in the expected time frame * Build a strong relationship with clients * Attend weekly networking events to raise the profile of the business. If they are breakfast or supper events, time off in lieu will be given * Assist with general office duties required within a small specialist company – this includes things from making the tea, to emptying the bins, to loading the dishwasher – it\’s a teamwork thing Attributes & Skills Required * You need to be someone who is experienced at working within defined business process and take on responsibility, using common sense and initiative * Ability to achieve agreed outcomes independently * Ability to plan your daily/weekly workload, prioritising effectively and efficiently ensuring deadlines are met * Detailed and accurate is absolutely essential * Organised, methodical and process driven as would be required in the world of financial services and investments * Excellent and maintaining confidentiality and professionalism at all times * Proactive and forward thinking – not just reacting to required work. * Work effectively with the team, supporting and assisting when and where required * Ability to learn and develop as you will be required to take the required exams and if you wish, to continue developing your career into the world of Financial services – your future career invested in and paid for by the company and a bonus for passing the exam! * Well spoken with excellent English communication skills both spoken and written as you will be dealing with all types of people * Good grammar, spelling and punctuation is a must to create legal documents * A professional outlook in the way you work and present yourself to your peers and clients * Good IT skills * Good keyboard skills * Good notetaking ability to take notes in meetings * A solid, stable career history * Driver to attend networking events and possibly visit other offices in the portfolio * Minimum of 5 GCSEs passes inc Maths and English (level 6+/ C) * Full rights to work/reside in the UK * the ability to pass a Financial Services check Ideally, you will have previous financial sector experience such as banking, pensions, mortgage industries. This is truly a great opportunity for the right person with an almost fool-proof career path afforded to you if you have the right motivation, people skills and attributes. If this is you, then please send your CV to us now. If you do not hear back within 5 working days, you will not have been shortlisted on this occasion. Thank you for your interest