Client Support Executive

Our client, a leading financial planning and wealth management firm, is looking to appoint a Client Support Executive to join their Financial Planning team in Belfast, on a permanent basis.

In this role, you'll coordinate and ensure excellent continuity and completeness of the service promised to each client, working as part of the local client team. You'll provide day-to-day support to Financial Planners, coordinate client activity and help ensure all work is completed accurately, efficiently and within agreed timescales.

Skills/Experience:

Strong understanding of client and Financial Planner expectations

Excellent communication and interpersonal skills

High level of accuracy and attention to detail

Good understanding of compliance requirements

Strong time management and organisational skills

Ability to manage multiple Financial Planners and competing priorities

Confident using Microsoft Office, including advanced Word and intermediate Excel

Experience with financial planning software

Good understanding of Financial Services administration; DFM knowledge beneficial

Previous experience in a similar role

CII qualifications or progress towards exams beneficial, but not essential

Core Responsibilities:

Proactively engage with clients and provide updates on matters in progress

Support Financial Planners with the preparation and delivery of financial advice across investments, pensions, IHT and estate planning

Schedule and coordinate Annual Reviews

Coordinate work between Financial Planners, Paraplanners and other teams to deliver a high level of client service

Provide day-to-day administrative support to Financial Planners

Maintain accurate client records and CRM systems

Ensure compliance with regulatory requirements and internal procedures, including AML, complaints and MiFID II

Process new business applications accurately and within agreed timescales

Build effective relationships with clients, Investment Managers, external providers and other stakeholders

Participate in team meetings and communications, completing actions promptly

Provide support and guidance to other team members where required

Keep up to date with changes to procedures and ensure these are followed

Provide cover and support to other offices or teams when required

Undertake other duties as directed by the line manager

Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.