Support Specialist

6 days ago


Birmingham, Birmingham, United Kingdom Front Row Recruitment Full time

Are you looking for a challenging role in a dynamic company? Front Row Recruitment is seeking a skilled Support Specialist - Financial Services to join their team in Birmingham.

The successful candidate will have at least 2 years of experience in a support role within the financial services sector, preferably from an IFA or a provider. Strong knowledge of financial service products and compliance is essential.

This is an excellent opportunity to work with a well-respected institution in the UK's financial services industry, offering a competitive salary of £28,000-£35,000 per annum, a friendly working environment, and a range of benefits.

Key Responsibilities:
  • First point of contact for clients and product providers
  • Preparation of meeting packs and client engagement letters
  • Assistance with new business submissions
  • Annual review production for clients
  • Use of provider systems for valuation generation
  • New business processing efficiency
  • Anti-money laundering checks on clients
  • Submission of letters of authority to providers
  • Paraplanning team assistance with client reviews


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