Client Relationship Associate - Godalming

Elementary Financial Planning Ltd; United Kingdom; On-site; GBP 25,000 - 35,000; Full time

Job summary

Elementary Financial Planning Ltd in Godalming is seeking a Client Relationship Associate to support day-to-day client administration and service for financial advisers and clients, ensuring regulatory compliance and high standards.

The role emphasizes building trust with a diverse client base, following defined processes, recording information in Intelligent Office, and collaborating with advisers and team leaders to prioritise workload.

Qualifications

• Experience in a similar role within an IFA or financial services industry is preferable.
• Experience in client administration and support.
• Strong knowledge of FCA regulations, TCF and compliance principles.
• Previous experience of Intelligent Office (IO) is preferable.

Responsibilities

• Support day-to-day client administration and customer service for financial advisers and their clients, ensuring regulatory requirements and business standards are met.
• Follow defined processes to evidence adherence to PFS standards and policies.
• Record information in Intelligent Office and maintain accurate client data.
• Collaborate with advisers and Team Leaders to prioritise client workload and respond to issues promptly.

Skills

Previous experience in similar role

Client administration and support

Team player

Intelligent Office (IO) experience

Customer service ethos

Process driven

Attention to detail

Problem solving

Collaborative communicator

Workload prioritisation

Job description

Client Relationship Associate - Godalming

The Client Relationship Associate plays a key role in supporting the smooth running of day-to-day support ensuring the delivery of high-quality administrative and customer service support to financial advisers and their clients, in accordance with regulatory requirements and business standards.

• Previous experience in a similar role within an IFA business or financial services industry is preferable.
• Experience in client administration and support.
• Team player with a collaborative approach.
• Previous Experience of Intelligent Office (IO) is preferable.
• Strong customer service ethos - able to build relationships of trust across a diverse client base.
• Process driven - able to follow defined processes to evidence adherence to PFS standards and policies, regulatory requirements and any other compliance demands.
• Attention to detail - working with the Adviser & Team Leader(s) to ensure that clients have all the information they need in order to review and make decisions about their investments; that providers have the correct details to carry out client instructions; and that all information is recorded in IO.
• Problem solving - able to find solutions to issues and non-standard situations as they arise, ensuring appropriate escalation and recording in line with complaints processes and/or feedback to ensure continuous improvement on PFS processes.
• Collaborative Communicator - building relationships across the various teams and able to work with colleagues at all levels of the organisation.
• Able to prioritise and manage workload - work with Team Leader(s) to understand and prioritise client-based workload while balancing day to day administrative tasks such as the maintenance of client data, documentation etc.

We are looking for Previous Experience of Intelligent Office and Strong knowledge of FCA regulations, TCF, and compliance principles.