Client Relationship Associate - Worthing

Elementary Financial Planning Ltd; Worthing; On-site; GBP 22,000 - 32,000; Full time

Job summary

Elementary Financial Planning Ltd in Worthing invites applications for a Client Relationship Associate to support day-to-day administration and client service for financial advisers and their clients, ensuring accuracy and regulatory compliance.

You will be a collaborative team player with attention to detail, capable of following processes in IO, managing workloads, and helping build trusted relationships across a diverse client base.

Qualifications

• Previous experience in a similar role within an IFA or financial services firm.
• Experience in client administration and support.
• Strong customer service ethos with ability to build trust.
• Attention to detail and accuracy in client data and records.
• Ability to follow defined processes to evidence compliance with standards.
• Team player with collaborative communication across teams.
• Experience with Intelligent Office (IO) preferred.

Responsibilities

• Support day-to-day administration and customer service for advisers and clients.
• Maintain client data and documentation in IO.
• Ensure regulatory requirements and PFS standards are followed.
• Escalate issues per complaints processes and contribute to improvements.
• Collaborate with teams to manage workload and priorities.

Skills

Previous experience in a similar role

Client administration and support

Team player

Customer service ethos

Process driven

Attention to detail

Problem solving

Collaborative communicator

Prioritise and manage workload

Tools

Intelligent Office (IO)

Job description

Client Relationship Associate - Worthing

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.