Client Services Administrator
ReQuire Consultancy
Client Services Administrator – Hybrid Role (London W1) 🌟Are you a motivated and organised professional with a passion for delivering exceptional customer service? Our client, a highly respected financial planning and investment management company, is looking for a Client Services Administrator to join their dynamic team in London. This is a fantastic opportunity to be part of a forward-thinking company that values its people and their growth.Why Join This Team? 💼🏆 Award-Winning Culture: Recognised in The Sunday Times Best Places to Work 2024 and Professional Adviser Awards.🌱 Hybrid Flexibility: Work 2 days in a vibrant London office and 3 days from home.💡 Supportive Environment: A culture that prioritizes learning, collaboration, and excellence.What You’ll Be Doing 📋🌟 Putting customers at the heart of everything you do, ensuring exceptional service.🖥️ Onboarding new clients efficiently and managing existing client needs.🤝 Building effective relationships with advisers, paraplanners, and clients.📧 Communicating confidently across multiple platforms (email, phone, etc.).🚀 Supporting team projects to drive business success.What We’re Looking For 🌟Experience in financial planning: Knowledge of ISAs, Pensions, Bonds, and CRM systems.💡 A self-starter who challenges processes and strives for improvement.🤝 A true team player who contributes positively to morale and team success.🎯 CII or RO part-qualified candidates are highly desirable.The Perks of the Role 🎁Salary: £28,000-£38,500 (DOE).Benefits: 25 days holiday (+ bank holidays), life assurance, income protection, pension, and flexible benefits platform.Hybrid Working: Enjoy a balanced schedule of office and home-based work.Career Growth: A company that invests in its people and their development.Ready to Apply? 🚀If you’re passionate about providing excellent client support and want to work with a company that truly values its people, we’d love to hear from you. Contact and discuss the role today.
£28000 – 38500 per year
West London
Thu, 05 Dec 2024 23:30:01 GMT
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