Financial Services Support Specialist

3 weeks ago


Dudley, Dudley, United Kingdom Click and Connect Online Limited Full time

**About Us**

Independent Resourcing Consultancy Ltd is a prestigious private wealth advisory firm that serves international investors and expatriates across the globe.

We are known for providing exceptional financial planning and investment solutions, while maintaining excellence and innovation in the wealth management industry.

To support our operations in delivering outstanding client service, we are seeking a diligent and organized Financial Services Administrator to join our team.

Key Responsibilities:

  • Provide comprehensive administrative support to financial advisors, including scheduling meetings, preparing documents, and managing correspondence.
  • Maintain and update client databases and records, ensuring data integrity and confidentiality.
  • Assist in ensuring all client interactions and documentation comply with regulatory requirements and company policies.

Requirements:

  • 2+ years of experience in an administrative role, preferably within the financial services or wealth management industry.
  • Able to work collaboratively within a team environment and contribute positively to the company culture.

We invite you to apply for this exciting opportunity if you are a detail-oriented and efficient professional with a passion for supporting financial services. Our ideal candidate will have a strong understanding of financial regulations and be able to provide exceptional administrative support.



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