Prosperis Ltd
Client Services Associate
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Prosperis is a well-respected Financial Planning firm based in Knaresborough. We are looking for a Client Services Associate to come and join our friendly team.
We are looking for individuals who are approachable, self-motivated, and ambitious. Successful candidates will need to have a strong work ethic with an attitude to succeed and possess a good level of administration and IT skills. Experience within Financial Services is preferred but not essential.
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This role will be providing essential administrative and client service support to advisers and the wider team, ensuring the smooth operation of day-to-day business activities.
Responsibilities
- External Relationships
- Liaising with Providers/Platforms to aid valuations and policy information.
- Dealing with client calls and emails.
- Internal Relationships
- Working closely within the administration teams and other support teams within the company.
- Working closely with all advisers to provide full support preparing for client meetings through to New Business and adviser instructions.
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Qualifications
We expect an individual in this role to have excellent verbal and written communication skills and hold the following qualifications:
- GCSE’s, Grade C and above (or equivalent)
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