Support Specialist

3 days ago


Leicester, Leicester, United Kingdom Ascot Lloyd group Full time

Job Summary

We are seeking a dedicated Support Specialist to join our Ascot Lloyd Group team. As a key member of our paraplanning team, you will play a vital role in supporting our Financial Advisers and IFA Administrators to deliver exceptional client service.

Your primary responsibility will be to provide high-quality support, ensuring that clients receive consistent, compliant, and proactive advice in line with our values. This will involve working closely with our Financial Advisers and IFA Administrators to support the clients' advisory process, providing quality sales support through effective software use, and adhering to set processes and procedures.

Main Tasks
  • Collaborate with Financial Advisers and IFA Administrators to deliver high-quality client advice, leveraging expertise in paraplanning and customer service.
  • Develop and maintain accurate records, tracking progress and reporting on key performance indicators, contributing to continuous improvement initiatives.
  • Support the implementation of new processes and procedures, ensuring seamless integration and minimal disruption to existing workflows.
  • Communicate effectively with clients, stakeholders, and colleagues, ensuring clear understanding and alignment on goals and objectives.
Requirements

To succeed in this role, you will need:

  • A strong background in customer service, preferably in a financial services or paraplanning environment.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with diverse stakeholders.
  • Proven analytical and problem-solving skills, with the ability to navigate complex situations and find creative solutions.
  • Strong attention to detail, with the ability to maintain accurate records and track progress against key performance indicators.
  • Familiarity with MS Office software applications and willingness to learn new technologies and processes.

This is an excellent opportunity to join our dynamic team and develop your skills in support specialist roles. The salary range for this position is £28,000 - £32,000 per annum, offering a competitive remuneration package for the right candidate.



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