Support Specialist
6 days ago
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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