Client Services Administrator

Description:

We're seeking a dynamic client services administrator. The ideal candidate will possess exceptional communication skills and a knack for troubleshooting and processing tasks efficiently.

Role and Responsibilities:
- Prioritise customer satisfaction above all else, ensuring exceptional service delivery at all times.
- Familiarise yourself with Our Core Values and our range of products and services.
- Efficiently on-board new clients and provide ongoing support to existing clients.
- Cultivate strong relationships with customers, advisers, and paraplanners within your immediate POD.
- Foster a positive team environment and contribute positively to team morale.
- Communicate effectively with clients through various channels, including telephone and email.
- Willingly participate in business projects as needed.

Essential Attributes:
- Delivery-oriented and well-organised individual with experience in a financial planning environment.
- CII or RO part qualified preferred, with a salary commensurate with experience.
- Knowledgeable about investment products such as ISAs, Pensions, and Bonds.
- Proficient in using CRM systems.
- Strong team player with a passion for delivering excellent customer service.
- Proactive self-starter committed to personal development.

Location:
This position is based at our Whiteley office, with hybrid working arrangements including 2 days in the office and the remainder at home. We're dedicated to championing flexible working patterns to accommodate our team member's needs.

Benefits:
- Competitive salary ranging from £28,000 to £32,000 depending on experience.
- 28 day's holiday plus bank holidays.
- Life assurance, income protection, and pension contributions.
- Access to our flexible benefits platform.
- Experience our vibrant culture, where hard work is balanced with fun and camaraderie.

For more information, please contact Shanice at our Southampton branch