We are looking for a Client Support to join our team at Johnston Carmichael Wealth.
We are flexible on location as this role can be performed in any of our Scottish offices.
The Client Support will be responsible for (but not limited to):
Capture recommendations and new business activity accurately and correctly within the client record
Submit, process and monitor client transactions, record associated income estimates and maintain records on a timely basis
Maintain client record information accurately and in line with best-practice guidance
Schedule diary events and client meetings in a practical and effective way
Conduct client presentations of our client portal
Review, issue and follow up reports to clients
Be a point of contact for client queries and manage client expectations throughout the JCW advice journey through regular and appropriate communication
Prepare and maintain simple cash-management records
About You:
Friendly and outgoing
Have strong attention to detail and accuracy skills
Have good IT skills including a working knowledge of MS Office
Ability to prioritise and have good communication skills
Essential: Experience in processing new business in a financial services firm
Desirable: Holds a certificate in financial services or is working towards it
Why JC Wealth?
Johnston Carmichael Wealth is an award-winning, independent Chartered Financial Planning firm with a heritage that spans more than three decades. You’ll be working with over 50 colleagues including financial planners, technical specialists, client support and business support teams.
At the heart of our philosophy is the goal of helping you ‘Live Life on Your Terms’. We aim to make this a reality not just for our clients, but for our teams as well, by ensuring that we maintain an open culture where everyone’s contributions are valued.
A career at Johnston Carmichael Wealth is diverse and challenging, with countless opportunities for growth and development. You’ll build close relationships with clients and guide them through key milestones, making a real impact on their lives.
What you can expect
As well as working with a great team of colleagues and enjoying the balance of hybrid and flexible working, we offer a range of benefits to make your time at JC even more fulfilling. Click
here
to see what’s on offer. Different backgrounds and different opinions make for more interesting work and better outcomes. We welcome people from all backgrounds, regardless of your heritage, ethnicity, religious beliefs, sexual identity or gender identity. We also actively encourage applications from anyone who’s had an extended time away from paid employment. Our team is made up of people who’ve taken varied routes through their careers. We’re here to give you the tools, support, and materials to develop your expertise so you can pursue your ambitions. Our JC Aspire learning programme helps everyone reach their personal goals, and we’ve also carefully created our own Leadership Development Programme, which is accredited by the University of Strathclyde Business School at Masters degree level. We look forward to hearing from you If you’re ready to write your success story with us, apply today. At Johnston Carmichael we are committed to diversity, equality and inclusion in the workplace. A copy of this policy will be made available on request. We also welcome applications from individuals who have had time away from paid employment.
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here
to see what’s on offer. Different backgrounds and different opinions make for more interesting work and better outcomes. We welcome people from all backgrounds, regardless of your heritage, ethnicity, religious beliefs, sexual identity or gender identity. We also actively encourage applications from anyone who’s had an extended time away from paid employment. Our team is made up of people who’ve taken varied routes through their careers. We’re here to give you the tools, support, and materials to develop your expertise so you can pursue your ambitions. Our JC Aspire learning programme helps everyone reach their personal goals, and we’ve also carefully created our own Leadership Development Programme, which is accredited by the University of Strathclyde Business School at Masters degree level. We look forward to hearing from you If you’re ready to write your success story with us, apply today. At Johnston Carmichael we are committed to diversity, equality and inclusion in the workplace. A copy of this policy will be made available on request. We also welcome applications from individuals who have had time away from paid employment.
#J-18808-Ljbffr
