At a Glance
- Tasks: Provide essential admin and client service support to our friendly team.
- Company: Join a respected Financial Planning firm in Knaresborough with a supportive culture.
- Benefits: Gain valuable experience in a dynamic environment with career growth potential.
- Other info: No financial services experience needed; just bring your motivation and enthusiasm!
- Why this job: Be part of a team that values ambition and a strong work ethic.
- Qualifications: Excellent communication skills and GCSEs Grade C or above required.
The predicted salary is between 22050 - 26950 £ per year.
Prosperis are a well-respected Financial Planning firm based in Knaresborough. We are looking for a Client Services Associate to come and join our friendly team. We are looking for individuals who are approachable, self-motivated and ambitious. Successful candidates will need to have a strong work ethic with an attitude to succeed and possess a good level of administration and IT skills. Experience within Financial Services is preferred but not essential.
This role will be providing essential administrative and client service support to advisers and the wider team, ensuring the smooth operation of day-to-day business activities.
Responsibilities
- Liaising with Providers/Platforms to aid valuations and policy information.
- Dealing with client calls and emails.
- Working closely within the administration teams and other support teams within the company.
- Working closely with all advisers to provide full support preparing for client meetings through to New Business and adviser instructions.
Qualifications
We expect an individual in this role to have excellent verbal and written communication skills and hold the following qualifications: GCSE’s, Grade C and above (or equivalent).
Client Services Associate in Knaresborough employer: Prosperis Ltd
Prosperis is an excellent employer, offering a supportive and collaborative work culture in the picturesque town of Knaresborough. Employees benefit from opportunities for personal and professional growth within the financial planning sector, while being part of a friendly team that values ambition and a strong work ethic. With a focus on employee development and a commitment to providing exceptional client service, Prosperis stands out as a rewarding place to build a career.
