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Client Services Associate -Financial Planning - Huddersfield, Yorkshire, United Kingdom, HD1


Our Client is a market leading independent national advice firm offering a fresh & innovative approach to financial advice and is a UK market-leader in the provision of tailored independent financial advice.

The role comprises client on-boarding, enquiry management, client and management reporting and client communication.

They are looking for a candidate with an exceptional approach to client service who understands that the needs of clients are central to the success of the business.

A can-do attitude and a supportive approach to team members are key attributes. Extensive financial services experience is not a prerequisite, but a desire to develop skills and knowledge within a demanding work environment is essential. Excellent telephone manner and command of written English are also imperative.

The candidate will be able to resolve client enquiries to the highest standard by bringing a high level of care and attention to even the most basic task and will demonstrate their intelligence through an ability to pick up new things quickly. The candidate will be engaged in the business and will show this through building relationships, seeking to self-improve and taking an interest in the Company's future direction.

The successful candidate will be offered training and development within the team and will receive product and organisational overviews from across the business along with support in acquiring relevant FS Industry qualifications.