Client Experience & Private Wealth Support Specialist

Foster Denovo Limited; Sheffield; On-site; GBP 25,000 - GBP 35,000; Full time

Job summary

A financial advisory firm in the UK is seeking a dedicated support professional to assist Private Wealth Partners and deliver exceptional client service. The ideal candidate should possess a positive attitude, strong communication skills, and a detail-oriented approach. Responsibilities include preparing client packs, managing information, and providing day-to-day admin support. The company offers a range of benefits, including 25 days holiday, discretionary bonuses, and pension matching, fostering a supportive work environment.

Benefits

25 days holiday

Discretionary bonus

Pension matching up to 7.5%

Life assurance

Income protection

Shopping discounts benefits portal

Qualifications

• Must be a friendly person aware of the importance of financial advice.
• Ability to build rapport quickly over the phone.
• Must maintain confidentiality and integrity.

Responsibilities

• Deliver high-quality support service to clients and partners.
• Prepare personalized client packs before meetings.
• Input client information into the back-office system.

Skills

Positive service-oriented attitude

Articulate communication

Confident telephone manner

Honesty and integrity

Attention to detail

Ability to work independently

Job description

A financial advisory firm in the UK is seeking a dedicated support professional to assist Private Wealth Partners and deliver exceptional client service. The ideal candidate should possess a positive attitude, strong communication skills, and a detail-oriented approach. Responsibilities include preparing client packs, managing information, and providing day-to-day admin support. The company offers a range of benefits, including 25 days holiday, discretionary bonuses, and pension matching, fostering a supportive work environment.