About the role…:
Are you already in the financial services industry and looking for your next challenge? Do you love working collaboratively? A have a passion for Wealth Management?
Our Wealth team in the East Midlands are growing, and we’re currently seeking a Financial Planning Administrator / Client Services Associate to join them on their journey.

As a Client Services Associate, you will play a vital role in supporting the wider team, from Paraplanners to Relationship Managers. You will play a huge part in delivering a “best in class” service to our clients. You’ll get stuck into a diverse range of tasks and responsibilities, including;

• Managing and administrating clients’ assets and the implementation of new advice
• Being responsible for our client’s data and information, making sure we are always up to date, accurate and ready to be able to deliver a fantastic service
• Regularly communicating and interacting with clients, including meeting support
• Administrating the engagement of new clients and the servicing of existing clients
• Helping the team to prepare, coordinate and follow up on/after client meetings, including leading and owning the actions
• Ensuring exceptional client exceptional and outstanding internal suppor

In addition to those core values, as a Financial Planning Administrator, you will know this is an important role that sits in the heart of our team. To really pull it off you need to:

• A passion for financial planning with previous experience working in administration for a Financial Planning firm
• Be working towards the Diploma in Regulated Financial Planning (desirable)
• Ability to listen and ask great questions
• Effective communication and able to build strong relationships that create trust, open dialogue and be able to give and accept feedback
• Client-Centric, always prioritising the needs and satisfaction of the client
• Ability to anticipate client needs and address them without being prompted
• Solution based outlook to come up with ways to progress and resolve client requests
• Work well with internal teams to meet client expectations and build strong internal bonds
• Quickly adjust to changes in client requirements or internal processe