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3 days ago Be among the first 25 applicants Direct message the job poster from Salisbury House Wealth Operations Director at Salisbury House WealthWho We Are Salisbury House Wealth has been servicing clients for almost 40 years, enriching lives, building security and providing reassurance beyond numbers. Our niche is engaging clients with their money, deeply understanding their needs, educating them about financial matters and partnering with them to deliver tailored solutions. At the core of our business are our values: Nurturing Relationships - grounded in trust, transparency and collaboration with clients and colleagues. Navigating Futures - guiding clients through complex financial landscapes with clarity and expertise. Client-Centred Excellence - placing our clients' distinct requirements at the forefront, shaping their futures with personalised advice and outstanding service. Thriving Together - we're dedicated to our serious pursuit of excellence, making each step an enjoyable journey for our team and clients alike, reminding ourselves that our true impact is measured by the value we bring. The Role Our Client Support Team is fundamental to the success of our business, as the first point of contact for clients and providers alike. This involves provided administrative support of the highest standard and so that regulatory requirements are met from start to finish of the client journey. As Client Support you will report to the Client Support Manager and constantly be looking to reduce business risk, increase efficiency and improve client outcomes, largely leveraged by the effective use of technology, adherence to company processes and outstanding customer service. Duties & Responsibilities Providing an efficient new business processing service, completing research, trades/fund switches, and liaising with product providers, to ensure that new business is set up and processed correctly Providing administration support in relation to valuations, transfer of servicing and client reviews to allow advisers to conduct efficient and effective client meetings Providing an effective link between the client and the adviser, 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, that it is updated accurately and in a timely manner, checking that all compliance requirements are met Providing post meeting administration support to advisers, ensuring that all work is completed within agreed timescales Ensuring that any complaints (formal or informal), breaches or losses are reported to the Financial Planning Director at the earliest possible opportunity to facilitate speedy resolution To undertake general administrative duties (e.g. scanning, filing, preparing letters, etc.) in order to ensure that deadlines are met, appropriate records are maintained and are accessible, and so as to comply with regulatory requirements To continually maintain and develop technical, product and industry knowledge in order to keep pace with developments and change, in order to be able to work effectively To support with process improvements and developments and business projects, to drive the company forwards To support with suitability, cashflow and client portal in line with set processes, templates and house views To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time Skills, Qualifications, Knowledge & Experience Excellent prioritisation and organisation, ensuring deadlines are adhered to and managing own workloads Advanced data and IT skills, including data input, accuracy and navigation Ability to build relationships with clients and advisers and ensure an effective relationship is maintained Strong numeracy and literacy skills Experience of working for a Financial Adviser, with specific industry and product knowledge Certificate in Financial Administration or equivalent Experience of Intelliflo Office and/or The Openwork Partnership’s ConcertHub system Rewards Competitive salary with range available based on experience and location Workplace pension with provider and funds under SHW main proposition via salary exchange (5% employer and 3% employee equivalent) 23 days holiday allowance, plus public holidays Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year Private medical scheme following successful completion of 6 months probation Hybrid working up to 1 day a week from home in addition to flexible working for appointments Funding and support for professional development Discounts on our services Seniority levelSeniority level Entry level Employment typeEmployment type Full-time Referrals increase your chances of interviewing at Salisbury House Wealth by 2x Sign in to set job alerts for “Support Specialist” roles.Leicester, England, United Kingdom 22 hours ago Derby, England, United Kingdom 4 days ago Derby, England, United Kingdom 4 days ago Evening Document Production Specialist (Remote, Part Time - 4pm to 9pm)Corby, England, United Kingdom 2 days ago Client Operational Support Coordinator/Data AnalystLeicester, England, United Kingdom 4 weeks ago Market Harborough, England, United Kingdom 2 weeks ago Leicester, England, United Kingdom 1 day ago Nottingham, England, United Kingdom 2 weeks ago Leicester, England, United Kingdom 3 weeks ago Whetstone, England, United Kingdom 1 week ago Administrative/Text Processing Support OfficerDerby, England, United Kingdom 3 days ago Leicester, England, United Kingdom 1 day ago Derby, England, United Kingdom 2 months ago Syston, England, United Kingdom 2 weeks ago Clinical Support Specialist - Midlands / WalesCoventry, England, United Kingdom 1 day ago Medical Devices Technical Support SpecialistNuneaton, England, United Kingdom 5 days ago Desford, England, United Kingdom 4 days ago Coventry, England, United Kingdom 4 days ago Narborough, England, United Kingdom 5 days ago Leicester, England, United Kingdom 3 weeks ago Technical Support Analyst University Hospitals Coventry and Warwickshire NHS TrustCoventry, England, United Kingdom 3 weeks ago We’re unlocking community knowledge in a new way. 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