Client Services Support

Client Services Support – Full Time- Permanent- Wymondham - £22,000- £27,000per annum DOE

Hales Group are seeking experienced customer support administrator to help provide a first class service to clients within a financial advisor sector. You will be required to work closely with advisors, directors and paraplanners to actively contribute towards a common goal.

Working Hours: Monday to Thursday 9am- 5pm (flexible) Friday 8am to 3pm

Main Duties Include:

* Arranging agency transfers

* Ensuring plan information is inputted into systems

* Diary and task managing client work

* Processing and submitting any changes to document plans and investments

* Taking accurate minutes of meetings

* Bulk mailings

* Ensuring all new client sign ups are on IT systems

* Providing admin and technical support to advisors

* Dealing with customer queries

* Answering email and telephone communications

Key Requirements Include:

* Experience within financial services sector ( desirable)

* Excellent use of IT system and Microsoft Office packages

* Good ability to multi task

* Experience of working in under pressure environments

* Positive and motivated approach to business

It is expected that you are working towards the CII or CISI professional qualification benchmark or be committed to achieving this. Your Employer will assist you with financial support for further training and examination where relevant.

Benefits Include:

* 3%pension contribution

* Onsite car parking

* 26 days holiday + bank holidays (as well as your birthday off!)

* Office closed during Christmas period

* Mental health & wellbeing day

* Paid Flu jab (if you wish to have it)

* Regular team lunches (paid by the company)

* Flexible working days

If you are interested in this role please apply with an up to date CV or call (phone number removed) and ask for Charlotte Graysmark-Adams