Financial Support Specialist
7 days ago
Job Summary:
We are seeking a highly skilled Paraplanner to join our team at Blakemore Recruitment. As a Paraplanner, you will play a critical role in supporting our financial advisors in their client-facing activities.
Key Responsibilities:
- Client Communication: Serve as the primary point of contact for clients, responding to their queries and concerns in a timely and professional manner.
- Meeting Coordination: Book and prepare for client meetings, ensuring that all necessary information is gathered and agendas are set.
- Post-Meeting Tasks: Complete tasks related to client meetings, including processing transactions, updating records, and communicating with clients.
- Investment Management: Assist in the management of client investments, including rebalancing portfolios and providing clients with updates on their investment performance.
- Research and Analysis: Conduct research and analysis to support client transactions, including gathering information from providers and creating reports.
- Client Reporting: Prepare and deliver reports to clients on their investment performance and other relevant matters.
Requirements:
- Strong Communication Skills: Excellent written and verbal communication skills, with the ability to build strong relationships with clients.
- Technical Skills: Proficiency in Microsoft Office, including Outlook, Word, and Excel, as well as experience with financial software and systems.
- Analytical Skills: Strong analytical skills, with the ability to gather and analyze data to support client transactions.
What We Offer:
As a Paraplanner at Blakemore Recruitment, you will have the opportunity to work with a highly reputable employer and contribute to the success of our financial services team. We offer a competitive salary and benefits package, as well as opportunities for professional development and growth.
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