Client Service Associate
* Location: Newcastle
* Job Type: Full-time
* Salary: £26,000 - £32,000
We are seeking an experienced Client Service Associate with a background in financial services to join a dynamic team. The ideal candidate will have proven experience in an IFA environment and a strong commitment to providing excellent client support while streamlining administrative processes.
Day-to-day of the role:
* Provide day-to-day support and servicing of clients as part of the Client Service Team.
* Demonstrate diligence and the ability to multi-task and prioritise workload in adherence to TCF principles.
* Assist Advisers in preparing for client meetings, including the preparation of reports, provider forms, and policy and fund information.
* Address all system-generated tasks promptly and report any overdue tasks to the manager, explaining reasons for delays.
* Manage the annual review process from allocation to issuance of the meeting pack.
* Prepare review documentation and/or annual suitability reports.
* Liaise with advisers to clarify incomplete or unclear information.
* Perform additional duties as assigned.
Required Skills & Qualifications:
* Experience within a Financial Services environment.
* Proven work experience as a Financial Administrator or similar role.
* Strong organisational and time management skills.
* High level of accuracy and attention to detail.
* Quick learner with strong communication skills.
* Strong relationship-building skills.
* Ability to work efficiently in a fast-paced environment.
* Client service focus.
* Proficiency in Microsoft Office.
Benefits:
* 28 days annual leave, plus bank holidays 
* Group life assurance (4 x basic annual salary)
* Income protection
* Private medical insurance
* Healthcare cash plan