Client Experience Specialist - Financial Planning in Knaresborough

Client Experience Specialist - Financial Planning in Knaresborough

Knaresborough Full-Time 31500 - 38500 Β£ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support advisers and the team with essential admin and client service tasks.
  • Company: Join a friendly team at Prosperis Ltd in Knaresborough.
  • Benefits: Gain valuable experience in financial services with a supportive environment.
  • Other info: Perfect for self-motivated individuals looking to grow in a collaborative setting.
  • Why this job: Be part of a dynamic team and help clients achieve their financial goals.
  • Qualifications: Good IT and admin skills; financial services experience is a plus.

The predicted salary is between 31500 - 38500 Β£ per year.

Prosperis Ltd in Knaresborough is seeking a Client Services Associate to join our friendly team.

You will provide essential administrative and client service support to advisers and the wider team, ensuring smooth day-to-day operations.

The role suits approachable, self-motivated individuals with good IT and administration skills. Experience in financial services is preferred but not essential.

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Client Experience Specialist - Financial Planning in Knaresborough employer: Prosperis Ltd

Prosperis Ltd is an excellent employer located in the picturesque town of Knaresborough, offering a supportive and collaborative work culture that values each team member's contributions. With opportunities for professional growth and development in the financial services sector, employees enjoy a fulfilling career path while being part of a friendly team dedicated to delivering exceptional client experiences. The company also promotes a healthy work-life balance, making it an attractive place for those seeking meaningful and rewarding employment.

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Contact Details:

Prosperis Ltd Recruitment Team

We think you need these skills to ace Client Experience Specialist - Financial Planning in Knaresborough

Client Service Support
Administrative Skills
IT Skills
Self-Motivation
Approachability
Financial Services Knowledge
Team Collaboration