Details
1094947
University of Staffordshire
13/07/2025
Ongoing
Monday - Friday. Monday - Thursday 9am - 5pm, Fiday 9am - 3pm
Smart Casual
Pay
£23,000
£25,000
Description
Role
Our prestigious client are looking for a Client Support Associate (Financial Services) to join their dynamic team. In this role, you will provide essential support to their Mentors, ensuring smooth operations and delivering an outstanding member experience. This position offers a clear path for professional growth, with opportunities to progress into a Paraplanner role and beyond.
The company is looking for a candidate with a strong interest in the financial aspects of the position.
This position is office based for 5 days a week.
Working days and hours are Monday-Friday. Monday-Thursday 9am - 5pm, Friday 9am - 3pm
Duties and responsibilities
- Support Mentors in managing client relationships and financial planning processes.
- Handle client communications, ensuring a high level of service and professionalism.
- Maintain accurate client records and documentation.
- Assist with administrative tasks to ensure smooth day-to-day operations.
- Work collaboratively with the wider team to enhance member experience and business efficiency.
Skills and experience
- Strong organisational skills with excellent attention to detail.
- A client-focused mindset with the ability to build and maintain relationships.
- Proactive approach to problem-solving and continuous improvement.
- Ability to work effectively within a team and independently.
- Eagerness to learn and progress within the financial industry.
Location
Newcastle-Under-Lyme
Benefits
- Career Growth & Development
- Supportive & Collaborative Work Environment
- Competitive Salary & Benefits
- Company events
- Company pension
- Employee discount
- Free parking
- Health & wellbeing programme
- On-site parking