Client Services Administrator

Are you a skilled communicator with a knack for troubleshooting and delivering top-notch service? We're seeking a Client Services Administrator to join a dynamic team in the wealth management sector based in Fareham.

Why Apply?

This role presents a unique opportunity to join a prestigious wealth management firm committed to enhancing everyone's relationship with their wealth. With a focus on excellence and customer service, our client offers a supportive and fulfilling work environment.

Key responsibilities include:

• Putting the customer at the forefront of all interactions
• Familiarizing yourself with the company's values and offerings
• Efficiently onboarding new clients and servicing existing ones
• Cultivating strong relationships with clients, advisers, and paraplanners
• Contributing positively to team dynamics and morale
• Communicating effectively with clients via various channels
• Willingness to engage in occasional business projects

The ideal candidate will possess:

• Experience in a financial planning environment
• Knowledge of investment products such as ISAs, Pensions, and Bonds
• Proficiency in using CRM systems
• Ability to challenge existing processes constructively
• Strong passion for delivering exceptional customer service
• Self-driven attitude towards personal development
• CII or RO part-qualified preferred

Company Benefits:

• Hybrid working – 2 days in the office and 3 from home
• 28 days' holiday (plus bank holidays)
• Life assurance
• Income protection
• Pension scheme
• Access to our flexible benefits platform
• Vibrant company culture focused on both work and fun