Junior Financial Support Specialist

1 week ago


London, Greater London, United Kingdom Blakemore Recruitment Full time

Job Summary

We are seeking a highly organized and detail-oriented individual to join our team as a Junior Financial Support Specialist. As a key member of our Advice Delivery Team, you will provide full support to our Paraplanners in conducting research and administrative tasks.

Key Responsibilities

  • Research and Data Collection
    • Conduct research and gather accurate policy information from providers.
    • Record policy information into Provider Information Forms and Curo.
  • Administrative Support
    • Assist Paraplanners in preparing pension illustrations and conducting pension transfer analysis.
    • Undertake whole-of-market research for protection and annuity quotes.
  • Communication and Collaboration
    • Regularly communicate with advisers, Paraplanners, and CSAs to keep them informed about advice in the pipeline.

Requirements

  • Excellent research and organizational skills.
  • Ability to work accurately and efficiently in a fast-paced environment.
  • Strong communication and interpersonal skills.

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