Financial Services Support Specialist

16 hours ago


Fareham, Hampshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

Artemis Recruitment Consultants Ltd is seeking an experienced Financial Services Support Specialist to join our team in Fareham. As a key member of our team, you will be responsible for delivering high-quality client service and supporting our senior paraplanners and financial advisers.

About the Role:

The salary for this position is expected to be around £31,000 per annum, reflecting the company's commitment to offering competitive salaries.

Responsibilities:
  1. Deliver exceptional client service, including aftercare and support for adviser queries.
  2. Organise and manage marketing campaigns to maximise the use of allowances.
  3. Update client information in the CRM system and generate reports to track company performance.
  4. Maintain CPD through regular training and complete file checks to ensure compliance.

We require a highly skilled and motivated individual with excellent communication skills, strong time management abilities, and proficiency in IT software.



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