R13 are working in partnership with a well-respected and highly established financial advisory organisation, with offices based in Ipswich. This is an opportunity for an individual, with proven industry knowledge to join an impressive client services support team who have a wealth of knowledge and expertise.

You will play an integral role within the organisation, with your main responsibility being to support the company, ensure all clients receive the highest levels of service at all times and ensure all client information is accurate and up to date

Duties to include:

• Providing integral administrative support to the business.
• Liaising with clients and product providers via telephone, letter and email.
• Handling client queries promptly and clearly.
• Preparation of client files, meeting notes and plan information on behalf of colleagues.
• Accurately inputting client information onto internal systems.
• Providing appropriate documentation to enable changes to be processed.
• Arranging the set-up of all policies and plans and producing plan information.
• Liaising with Paraplanners to ensure client reports are issued promptly.
• Preparing valuation reports regularly.
• Ad-hoc duties as required.

You will have/be:

• Previous experience in a similar role in a financial environment is desired.
• Strong written & verbal communication skills, with the ability to build and maintain profession rapport.
• A team player, with a good initiative and the ability to take charge of their own workload.
• Excellent interpersonal skills.
• Well organised with good time management skills.
• Highly numerate with excellent problem-solving skills and consistently solutions focussed.
• Computer literate with working knowledge of Excel, Word, Outlook and PowerPoint

Supportive learning and development opportunities offered for the right individuals, clear objectives, and structure in how to achieve. Highly competitive benefits package including free parking on site, employer assistance program, pension, death in service, 23 days holiday increasing year on year to 33 (including BHs), private medical cover & cycle to work scheme. The offered salary for this role £19,000 to £25,000 dependant on experience.

How to apply:

To hear more details about this fantastic opportunity please email your CV to Daniel Sheffield – Delivery Consultant at rthirteen recruitment. 

About rthirteen:

Powered by our principals - we link individuals with opportunities to fulfil their potential and introduce client partners to associates to aid their business evolution. Contact us, for a completely confidential chat. rthirteen, clever recruiting which makes a difference.

Due to the high numbers of applications, we receive for advertised vacancies, if you do not hear from us within 5 working days, please assume that your application has been unsuccessful for this opportunity. rthirteen will retain your details and contact you with any other forthcoming opportunities which we feel may be appropriate.

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