Client Care Specialist - #2190636

Client Care Specialist - Birmingham/Remote - £28,000

Benefits:

• Private Medical Insurance
• Death In Service: 4X Salary
• 5% Employer Pension Contribution
• 28 days Holiday + Bank Holidays
• Remote/flexible working, 1 time a month in Birmingham office.
• Full home set up provided by the company

About Us: We are a reputable financial advisory firm committed to providing top-notch service and expertise to our clients. We are currently seeking a dedicated and detail-oriented individual to join our team as a Client Care Specialist. This role is crucial in maintaining our commitment to excellent customer service and ensuring the smooth daily operations of our office.

Role Purpose: As a client care specialist, you will play a key role in delivering an exceptional client experience at this firm by coordinating client appointments,

supporting advisers with accurate diary and task management, and handling client enquiries promptly and professionally.

Key Duties and Responsibilities:

• Deliver a responsive, professional and well-coordinated client experience.
• Reduce avoidable delays by proactively following up routine client information, documents and agreed actions.
• Help advisers organise and protect time for client servicing, compliance, CPD, file completion and other responsibilities.
• Maintain accurate, timely and auditable records in iO and approved tracking tools.
• Support advisers and Compliance without removing the accountable person’s ownership of their obligations.
• Work proactively, reliably and independently within agreed authority and escalation boundaries.

Qualifications and Skills:

• Minimum three years’ experience in a PA, client care, adviser support or similar administrative/client-facing role, preferably within an FCA-regulated or professional-services environment.
• Strong diary, workload and task-management skills, with confidence in following up actions and constructively challenging missed deadlines.
• Strong attention to detail and confidence maintaining accurate CRM records, trackers and management information.
• Working awareness of Consumer Duty, data protection, anti-money laundering, financial crime and record-keeping expectations.
• Good general IT skills, including Microsoft Outlook, Word, Excel, Teams, SharePoint and client-management systems such as iO.
• A proactive, positive and collaborative approach, with discretion when handling sensitive client, adviser and compliance information.

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, ifa admin, PA, client review, client delivery, business support, financial services

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