Client Support Associate

Job purpose: 

We're looking for a proactive friendly person to join our LIFT-Financial team. 

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 the area of responsibility
  • Ability to build relationships with consultants and ensure an effective relationship is maintained
  • 2 years previous experience of working for an IFA
  • CF1

Desirable requirements: 

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

Why work for LIFT? 

  • Discretionary annual bonus
  • 23 days holiday, plus bank holidays, plus a bonus day off for your birthday
  • Holidays increase with the length of service – 24 days after 3 years, 25 after 5 years
  • Option to buy or sell up to 5 days additional days holiday via salary sacrifice
  • Flexible working hours between 7 am and 6 pm – we all have busy personal lives
  • Permanent Health Insurance
  • 5% employer/3% employee pension contribution – plus 50% employer NI saving too
  • 4 x Death in Service

The ‘bonus’ extras…

  • We encourage exams for all roles at LIFT. If a qualification will help you progress and grow within your role, we will support you on your learning journey
  • Quarterly staff recognition and rewards

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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