Financial Services Support Specialist

6 days ago

Bury St, Suffolk, United Kingdom Blakemore Recruitment Full time
About the Role

We are currently recruiting for a highly regarded Financial Planning practice in the UK who are looking to recruit a Financial Planning Support Administrator to join their team at Blakemore Recruitment.

Key Responsibilities
  • Administrative Support
    • Provide administrative support to Financial Planners and Directors, ensuring they have timely and accurate information in readiness for client meetings.
    • Ensure client records are up to date and that internal systems and processes are followed.
  • Document Management
    • Generate and compile documents to create accurate client review packs and check packs where appropriate.
    • Ensure a clear audit trail is maintained for all client records and that documents are saved and named correctly.
  • Client Support
    • Provide accurate and timely information liaising with providers and third parties as necessary.
    • Keep Financial Planners and team members up to date with progress and escalate any concerns or complaints that may arise.
  • Team Support
    • Support and develop junior team members to enable them to be as efficient and effective as possible.
    • Conduct pre and post reviews, delegating to team support, as appropriate, for certain tasks.
  • Due Diligence
    • Complete due diligence for all new business, following the new business checklist.
    • Generate platform calculators to outline the costs.
  • Communication
    • Generate template suitability letters from IO, completing the factual client and plan elements and complete the free type sections where possible.
    • Liaise with the Lead Support or Senior Financial Planner Support if you require assistance.
  • Cash Management
    • In conjunction with the Financial Planner, ensure the cash weightings are checked each week and actioned.
  • IO Management
    • Ensure IO is up to date and opportunities are added and maintained regularly and correctly, in consultation with the Financial Planner.
  • Client Instructions
    • Process all client instructions using the respective advice flow, checklists and IO event lists and tasks.
  • Professional Development
    • Maintain and update my talent development record, via the Beckett Academy App, ensuring my involvement in projects and specific tasks to support my development.
Requirements

The ideal candidate will have excellent administrative skills, attention to detail, and the ability to work in a fast-paced environment. They will also have strong communication skills and be able to build relationships with clients and colleagues.

We are looking for a motivated and organized individual who is able to work independently and as part of a team. The successful candidate will have a strong work ethic and be committed to delivering high-quality results.

  • Financial Operations Specialist

    4 days ago

    Bury St, Suffolk, United Kingdom Aether Financial Full time

    **About Aether Financial**We are a dynamic and supportive accountancy firm that specializes in providing bookkeeping services to small to medium-sized businesses.**Key Responsibilities:**Assist with financial record-keeping and data entryPrepare and review financial statements and reportsProvide exceptional customer service to...

  • Financial Operations Specialist

    7 days ago

    Bury St, Suffolk, United Kingdom Aether Financial Full time

    **About Aether Financial**We are a dynamic and supportive accountancy firm that specializes in providing bookkeeping services to small to medium-sized businesses.**Key Responsibilities:**Assist with financial record-keeping and data entryPrepare and review financial statements and reportsProvide exceptional customer service to...

  • Financial Services Specialist

    3 days ago

    Bury St, Suffolk, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Title: IFA AdministratorLocation: Bury St EdmundsBenefits:Life CoverIncome ProtectionCycle to Work SchemeCompetitive SalaryHybrid WorkingElectric Vehicle SchemeFree Parking, Free Drinks, Free FruitProgression OpportunitiesSalary: £25,000 to £35,000 (Depending on Qualifications and Experience)About the Company:Our client is a well-established financial...

  • Financial Services Specialist

    3 days ago

    Bury St, Suffolk, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Title: IFA AdministratorLocation: Bury St EdmundsBenefits:Life CoverIncome ProtectionCycle to Work SchemeCompetitive SalaryHybrid WorkingElectric Vehicle SchemeFree Parking, Free Drinks, Free FruitProgression OpportunitiesSalary: £25,000 to £35,000 (Depending on Qualifications and Experience)About the Company:Our client is a well-established financial...

  • Financial Planning Support Specialist

    5 days ago

    Bury St, Suffolk, United Kingdom TIME Appointments Ltd Full time

    Job Summary: We are seeking a highly skilled and dedicated Financial Planning Support Specialist to join our team at TIME Appointments Ltd. As a Financial Planning Support Specialist, you will provide critical support to our Financial Planners and Directors, ensuring timely and accurate information for client meetings. Key Responsibilities: Provide...

  • Financial Planning Support Specialist

    5 days ago

    Bury St, Suffolk, United Kingdom TIME Appointments Ltd Full time

    Job Summary: We are seeking a highly skilled and dedicated Financial Planning Support Specialist to join our team at TIME Appointments Ltd. As a Financial Planning Support Specialist, you will provide critical support to our Financial Planners and Directors, ensuring timely and accurate information for client meetings. Key Responsibilities: Provide...

  • Financial Planning Support Specialist

    5 days ago

    Bury St, Suffolk, United Kingdom TIME Appointments Ltd Full time

    Job Summary: We are seeking a highly skilled and dedicated Financial Planning Support Specialist to join our team at TIME Appointments Ltd. As a Financial Planning Support Specialist, you will provide critical support to our Financial Planners and Directors, ensuring timely and accurate information for client meetings. Key Responsibilities: Provide...

  • Financial Planning Support Specialist

    4 days ago

    Bury St, Suffolk, United Kingdom TIME Appointments Ltd Full time

    Job Summary: We are seeking a highly skilled and dedicated Financial Planning Support Specialist to join our team at TIME Appointments Ltd. As a Financial Planning Support Specialist, you will provide critical support to our Financial Planners and Directors, ensuring timely and accurate information for client meetings. Key Responsibilities: Provide...

  • Financial Accountant

    3 days ago

    Bury St, Suffolk, United Kingdom Aether Financial Full time

    Job DescriptionWe are seeking an experienced Bookkeeper to join our team at Aether Financial, a leading provider of accounting services to small to medium sized businesses.As a Bookkeeper, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with relevant accounting...

  • Financial Accountant

    3 days ago

    Bury St, Suffolk, United Kingdom Aether Financial Full time

    Job DescriptionWe are seeking an experienced Bookkeeper to join our team at Aether Financial, a leading provider of accounting services to small to medium sized businesses.As a Bookkeeper, you will be responsible for maintaining accurate and up-to-date financial records, preparing financial statements, and ensuring compliance with relevant accounting...

  • Financial Services Specialist Recruiter

    2 days ago

    Bury St, Suffolk, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    **About Us**Templegate Recruitment Limited is a leading specialist recruiter in the financial services industry.**Job Summary**We are seeking an experienced and skilled recruiter to join our team as a Financial Services Specialist Recruiter.**Key Responsibilities**Recruit and place candidates in financial services rolesDevelop and maintain relationships with...

  • Financial Services Specialist Recruiter

    1 day ago

    Bury St, Suffolk, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    **About Us**Templegate Recruitment Limited is a leading specialist recruiter in the financial services industry.**Job Summary**We are seeking an experienced and skilled recruiter to join our team as a Financial Services Specialist Recruiter.**Key Responsibilities**Recruit and place candidates in financial services rolesDevelop and maintain relationships with...

  • Community Support Specialist

    3 days ago

    Bury St, Suffolk, United Kingdom Fitzroy Support Full time

    Job Summary:Fitzroy Support is seeking a dedicated and compassionate Community Support Specialist to join our team. As a Community Support Specialist, you will play a vital role in providing high-quality support to individuals with varying levels of ability, promoting independence, and enhancing their overall well-being.Key Responsibilities:Provide...

  • Community Support Specialist

    3 days ago

    Bury St, Suffolk, United Kingdom Fitzroy Support Full time

    Job Summary:Fitzroy Support is seeking a dedicated and compassionate Community Support Specialist to join our team. As a Community Support Specialist, you will play a vital role in providing high-quality support to individuals with varying levels of ability, promoting independence, and enhancing their overall well-being.Key Responsibilities:Provide...

  • Community Support Specialist

    6 days ago

    Bury St, Suffolk, United Kingdom Fitzroy Support Full time

    Job Summary:Fitzroy Support is seeking a dedicated and compassionate Community Support Specialist to join our team. As a Support Worker - Residential, you will play a vital role in providing high-quality support to individuals with varying levels of ability, promoting independence, and enhancing their overall quality of life.Key Responsibilities:Provide...

  • Accounting Specialist

    3 weeks ago

    Bury St, Suffolk, United Kingdom Aether Financial Full time

    Job OverviewAre you skilled in managing financial records and have a background as an Accounts Assistant or Bookkeeper within a financial services environment?Join a collaborative and nurturing accounting firm that specializes in providing bookkeeping solutions to small and medium enterprises.Located in a vibrant area, our firm serves a diverse clientele...

  • Financial Clerk

    2 days ago

    Bury St, Suffolk, United Kingdom Aether Financial Full time

    About the Role:Aether Financial is seeking a highly skilled Bookkeeper to join our team. As a Bookkeeper, you will be responsible for maintaining accurate and up-to-date financial records for our clients.Key Responsibilities:Communicate regularly with clients to request their financial recordsGeneral bookkeeping, including bank reconciliations, processing...

  • Financial Clerk

    2 days ago

    Bury St, Suffolk, United Kingdom Aether Financial Full time

    About the Role:Aether Financial is seeking a highly skilled Bookkeeper to join our team. As a Bookkeeper, you will be responsible for maintaining accurate and up-to-date financial records for our clients.Key Responsibilities:Communicate regularly with clients to request their financial recordsGeneral bookkeeping, including bank reconciliations, processing...

  • Administrative Support Specialist

    21 minutes ago

    Bury St, Suffolk, United Kingdom Hays Specialist Recruitment Limited Full time

    About Our CompanyHays Specialist Recruitment Limited is a leading professional services organisation with a strong presence in the UK market. Our company values include a commitment to excellence, innovation, and customer satisfaction.About the RoleWe are seeking an experienced Administrative Support Specialist to join our team. This is a new and exciting...

  • Financial Planning Support Specialist

    2 days ago

    Bury St, Suffolk, United Kingdom Time Appointments Full time

    Job Description**Financial Planning Support Assistant**We are seeking a highly skilled and dedicated individual to join our team as a Financial Planning Support Assistant. As a key member of our team, you will provide administrative support to our Financial Planners and Directors, ensuring that they have timely and accurate information in readiness for...