Are you passionate about financial services and thrive in a dynamic, collaborative environment? We’re recruiting on behalf of a highly respected financial services firm, looking for an enthusiastic Client Support Specialist to join their growing team.
About the Company
Our client is a leading financial services firm based in the UK, known for delivering personalised financial planning solutions to their clients. With a commitment to excellence and a focus on client outcomes, they are seeking a talented individual to support their paraplanning and advisory teams.
The Role
In this hands-on role, you’ll work closely with paraplanners, financial advisers, administrators, and compliance specialists to ensure the seamless delivery of high-quality financial advice. Key responsibilities include preparing documents for client review meetings, assisting in the production of suitability reports, and coordinating with the admin team on new business and policy processing tasks.
Your main duties will include:
- Supporting paraplanners and advisers by providing timely, accurate client information
- Preparing and organising documents for annual client reviews and suitability reports
- Liaising with the admin team to manage new business and policy servicing
About You
The ideal candidate will have at least 2 years of experience in financial services, preferably within a small to medium-sized firm. You should have a basic understanding of pensions and investments, along with a good knowledge of UK financial regulations.
Key skills and qualities:
- Excellent communication and organisational skills
- Confidence in engaging with a variety of stakeholders
- A proactive, team-oriented approach
- Strong attention to detail and familiarity with financial platforms
- A commitment to maintaining high ethical standards and a focus on continuous development
Ideally, you are working towards the Level 4 Diploma in Financial Planning.
What’s in it for You?
Our client values their team and offers an attractive benefits package, including:
- Ongoing training and professional development opportunities
- A generous holiday allowance, including a Christmas-New Year shutdown
- A flexible hybrid working model
- Competitive salary and comprehensive benefits, including support for your physical, mental, and financial wellbeing
This is an excellent opportunity to grow your career within a dynamic and supportive organisation.
If you’re ready to take your next step in financial services, apply today to become an integral part of a forward-thinking firm that’s dedicated to helping clients achieve their financial goals!