Client Support Specialist Job in Wimborne Minster, Dorset

Client Support Specialist Job in Wimborne Minster, Dorset. Apply for the latest Wimborne Minster, Dorset jobs in Accounting/Financial/Insurance.

Client Support Specialist Job in Wimborne Minster, Dorset

Job Description
Client Support Specialist
Location: Wimborne, Dorset
Salary: Up to £25,000 per annum depending on experience
Position: Full Time

The Company:

Lester Brunt Wealth Management (LBWM) is a managing partner practice of St. James’s Place, passionate about making financial advice accessible to everyone. We aim to bridge the 'advice gap' and help our clients build and secure financial freedom by navigating the complexities of financial planning.
From helping clients get a foot on the property ladder to caring for parents who require long-term assistance, our financial advice is tailored to each generation.

The Role:

We are looking for a motivated and enthusiastic individual to work within our friendly client support team, assisting our clients and financial advisers. You will be providing an excellent customer service ensuring you complete tasks in a compliant, timely and efficient manner.
You will deal with a wide variety of administrative tasks including the following areas:

*

* Processing business and writing basic suitability letters

* Booking and preparing for client reviews and meetings

* Managing and maximising business opportunities

* Dealing with client/adviser queries and administrative requests

* Updating and maintaining accurate client records

* Maintaining the practice compliance requirements.

The Person:
Knowledge and Experience

*

* Financial services administration preferred although full training will be given

* Experience using Salesforce or other CRM systems would be advantageous but not essential

* Exceptional organisational and client focused skills

* High level of attention to detail

* Flexible & professional approach to work

* Good level of IT and numeracy skills

* Exhibit excellent communication skills, with the ability to remain calm and polite at all times

* Committed to continuous technical and professional development, ensuring that knowledge and skills remain current.

The Rewards:

*

* 5% employer contribution towards your workplace pension

* 20 days annual leave, plus bank holidays

* Death in service benefit

* A positive and vibrant working environment

* Career Progression with the opportunity to extend your skills and experience as well gaining professional qualifications

St. James’s Place plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base. SJP has funds under management in excess of £143bn. This business Is well established and highly successful.

Please note that this Associate Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you press 'Submit' at the bottom of your application. Once your application is completed, you will receive a confirmation email from Burgh Recruitment

Job Type: Permanent, Full Time
Location: Wimborne Minster, Dorset
Category: Accounting/Financial/Insurance
City: Wimborne Minster
County: Dorset
Country: United Kingdom
Salary: £25000/annum dependent on experience
Benefits: dependent on experience