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Financial Support Officer- Finance

4 months ago

Sheldon Derbyshire, United Kingdom Burton Recruitment Limited Full time

Our client, a Financial Institution with offices across the Midlands, is seeking a dedicated Financial Support Officer to join their team. This role is essential in providing high-quality support to Office Managers and Financial Planners, ensuring efficient, compliant, and professional service delivery to clients.

As a Financial Support Officer, you will play a pivotal role in ensuring smooth operations and excellent client experiences.

Risk Analysis: Run Risk Profiler results and assist with research using FE Analytics to support advisers in making informed recommendations.

* Ensure all client files and documents are compliant with industry regulations and company policies.

* Fund Management: Assist with producing fund switch reports and processing switches in line with client authorisations.

* Prepare valuation reports, performance documentation, and review checklists for client appointments.

* Administrative Support: Handle general administrative tasks such as filing, scanning, photocopying, answering phone calls, and managing post.

The ideal candidate will be committed to delivering high-quality service and fostering strong client relationships. You should be a team player with strong planning and prioritising skills to manage multiple tasks and deadlines and possess a proactive attitude and personal commitment to continuous improvement.

Opportunities for continuous learning and career advancement within the financial sector.

* A hybrid work environment.

* 31 days of annual leave including bank holidays.

* This is a rare opportunity to join a growing Financial Institution.