Hybrid Financial Support Officer

3 weeks 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. Your duties will include but are not limited to:

  • Client Liaison: Act as the primary point of contact for clients, addressing their queries and keeping them informed about their application status.
  • New Business Processing: Efficiently handle new business applications, ensuring all compliance documents are in place and submissions are accurate and timely.
  • Risk Analysis: Run Risk Profiler results and assist with research using FE Analytics to support advisers in making informed recommendations.
  • Compliance and Documentation: 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.
  • Client Reviews: 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. In return, our client offers:
  • Opportunities for continuous learning and career advancement within the financial sector.
  • A hybrid work environment.
  • 31 days of annual leave including bank holidays.
  • Fantastic staff benefits.
This is a rare opportunity to join a growing Financial Institution. If you are enthusiastic and dependable, we would love to hear from you

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