Senior Financial Support Specialist
1 month ago
Senior Financial Support Specialist
About Us:Templegate Recruitment Limited is a leading financial services specialist recruitment agency, dedicated to providing high-quality candidates for top-tier companies.
Job Description:We are currently seeking a highly skilled and experienced Senior Paraplanner/Senior Financial Support Specialist to join our team. The successful candidate will be responsible for providing administrative support to our financial advisors, assisting with the preparation of complex documents, and maintaining accurate records.
Key Responsibilities:- Assist financial advisors with the preparation of reports, proposals, and other documents;
- Maintain accurate and up-to-date records of client information and transactions;
- Provide exceptional customer service and respond to client inquiries in a timely manner;
- Develop and implement efficient administrative processes to improve productivity and reduce errors;
- Minimum 3 years' experience as a paraplanner or financial support specialist;
- Degree in finance, accounting, or a related field;
- Excellent communication and organizational skills;
- Ability to work under pressure and meet deadlines;
- Competitive salary: £35,000 - £55,000 per annum;
- Company pension scheme (5% employer contribution);
- 4 x Death in Service Life Cover;
- Employee Lifestyle Benefit scheme;
- Salary sacrifice Electric Car Scheme;
- Health Cash Plan provided by Westfield Health (P11d benefit);
Stokenchurch
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