Back Office Support Specialist

1 week ago


Durham, Durham, United Kingdom Recruit UK Full time
About the Role

We are seeking an experienced Financial Services Administrator to join our team at a leading Independent Financial Advice firm in Durham. As a key member of our back office support team, you will play a vital role in providing administrative support to our financial advisers and dealing with clients.

Key Responsibilities
  • Provide administrative support to financial advisers, including data entry, document preparation, and filing.
  • Deal with clients, responding to queries and resolving issues in a professional and courteous manner.
  • Assist with the preparation of financial plans and reports, ensuring accuracy and attention to detail.
  • Support the development of business relationships with clients and other stakeholders.
Requirements
  • Financial Planning Administration experience, ideally with a Level 4 Diploma in Financial Services.
  • Excellent attention to detail and organizational skills, with the ability to prioritize tasks and manage multiple projects.
  • Intelligent Office (IO) experience, with a strong understanding of financial planning software and systems.
  • Ability to work in a fast-paced environment, with a flexible and adaptable approach.
What We Offer
  • A competitive salary of up to £32,000, depending on experience.
  • Study support towards a Level 4 Diploma in Financial Services.
  • A comprehensive benefits package, including pension, life insurance, and health insurance.
  • Ongoing training and development opportunities, to support your career growth and progression.


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