Client Support Associate

We are looking for someone to provide a dedicated, accurate and efficient sales support service to the business.

Principal Accountabilities:

  • Providing an efficient new business processing service for sales consultants, completing trades/fund switches, liaising with product providers and ensuring that new business is set up correctly
  • Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings
  • Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs
  • Ensuring that all client information is stored on the relevant system, and it is updated accurately and timely checking that all compliance requirements are met
  • Preparing invoices for work completed for clients
  • Issuing original policy documents to clients where appropriate and checking that copy documents/contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client
  • Provide post-meeting administration support to consultants ensuring that all work is completed within agreed timescales
  • Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Officer at the earliest possible opportunity
  • To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time

Essential requirements:

  • Basic knowledge of all products and funds falling within area of responsibility
  • Ability to build relationships with consultants and ensure an effective relationship is maintained
  • 2 years of previous experience working for an IFA
  • CF1

Desirable requirements: 

  • Certificate in Financial Services/Planning
  • Intermediate skills in Intelligent Office

Why work for LIFT? 

  • A competitive salary
  • 23 days holidays, increasing to 24 days when you reach 3 years of service, and 25 days when you reach 5 years of service. Plus opportunity to buy up to an additional 5 days each year
  • Birthday day off
  • Hybrid working – 3 days in the office/2 days WFH
  • Permanent Health Insurance
  • 4 x Death in Service
  • 5% employer pension contribution
  • Annual discretionary bonus scheme
  • Exam and study support
  • Quarterly staff recognition awards
  • Quarterly social events

If this fantastic job opportunity is something you would be interested in applying for or you have any questions about this role, please give us an email:

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