Client Support Executive

Are you looking for your first opportunity in Financial Services? Do you enjoy delivering excellent customer service and building strong relationships? Are you looking for a role where no two days are the same?

We're looking for an enthusiastic and organised Administrator to join our Intermediary Support Team. This is an excellent opportunity to develop a successful career within Financial Services while working alongside experienced professionals in a supportive and collaborative environment.

As part of the Intermediary Support Team, you will provide administrative and servicing support to a wide range of clients, including Independent Financial Advisers (IFAs), adviser firms, fund managers, business development teams and intermediary clients. You'll play a key role in ensuring a high-quality, efficient service is delivered while developing valuable industry knowledge and experience.

This hybrid role is based at our Northwich office, combining home and office working.


Key responsibilities

Administrative Support
•  Producing investment illustrations and proposals for prospective clients
•  Issuing application packs and supporting literature
•  Checking and processing new business applications
•  Ensuring all work is completed within agreed service level agreements
•  Processing client instructions, including: Additional contributions, Withdrawals, Fund switches, Changes to personal details
•  Maintaining accurate client records and system updates
•  Supporting agency setup and online access for adviser firms
•  Providing valuations, assets under management (AUM) information, costs and charges data
•  Responding to adviser and client information requests

Servicing Support
You'll help deliver an outstanding service experience through:
•  Building strong relationships with adviser firms and their advisers
•  Responding to enquiries by phone, email and letter
•  Managing team inboxes and actioning requests efficiently
•  Monitoring workflows and ensuring deadlines are met
•  Supporting Relationship Managers with ongoing client servicing requirements
•  Maintaining high levels of accuracy and attention to detail in all communications

General Administration
•  Answering incoming telephone calls
•  Managing print and post requests
•  Filing, scanning and document management
•  Supporting the wider team with day-to-day administrative activities


Regulatory responsibilities | Compliance/T&C

•  Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
•  Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

 
About you | Qualifications, skills and strengths

•  Previous experience in an administrative or customer service role
•  Experience within Financial Services (preferred but not essential)
•  Excellent communication skills, both written and verbal
•  Confident and professional telephone manner
•  Strong attention to detail and accuracy
•  Good IT skills and ability to learn new systems
•  Strong organisational and time-management skills
•  Ability to prioritise a varied workload and meet deadlines
•  Proactive approach and willingness to suggest improvements
•  Ability to work effectively both independently and as part of a team
•  Excellent record-keeping and administrative skills

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
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Equal Opportunities

As an employer, TrinityBridge is committed to equality and valuing diversity within its workforce. We provide equality of opportunity and will aim to ensure that no employee’s or candidates are subject to discrimination on grounds of any characteristics including but not withstanding gender, gender identity, marital status, sexual orientation, race, colour, nationality, religion, age, disability, working pattern, caring responsibilities, political beliefs.

Company Overview

At TrinityBridge we are all connected by our mission to be leading UK Wealth Manager, growing trusted client relationships that last for generations.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose, and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

We offer a wide range of inclusive benefits that provides our people with all the support they need to find a healthy balance in all aspects of their lives. We also invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.

We recruit people from all backgrounds and are open to discussing all types of flexible working options, helping our people to balance work and home life and make practical choices for wellbeing while delivering impact where it matters, all of which contributes to our exceptional client experience.

We are committed to ensuring our recruitment process is accessible to everyone. We make adjustments for people who have a disability or long-term condition so, if you need a job description or application form in an alternative format, or would like to discuss the recruitment process with us, please get in touch at [email protected].