Financial Planning Support Specialist

1 week ago


Fareham, Hampshire, United Kingdom Blakemore Recruitment Full time
About the Role

We are seeking a highly organized and delivery-oriented individual to join our team as a Financial Planning Support Administrator. As a key member of our team, you will provide administrative support to our Financial Planners, ensuring the smooth running of the firm.

Key Responsibilities
  • Provide exceptional customer service, always putting the customer at the heart of everything you do.
  • Effectively onboard new clients and service existing clients, building strong relationships with customers, advisers, and paraplanners.
  • Contribute positively to team morale and energy, being a great team player.
  • Communicate effectively with clients through various mediums, including telephone and email.
  • Be willing to get involved in projects within the business, as required.
Essential Attributes
  • The successful candidate will be a well-organized individual with experience within a financial planning environment.
  • They will be CII or RO part qualified and have knowledge of investment products, including ISAs, Pensions, and Bonds.
  • Experience of using CRM systems is essential, as is being a good team player.
  • The ideal candidate will be a self-starter, owning their own development journey and having a strong passion for delivering excellent customer service.
About Us

We are a small and well-regarded IFA practice, offering an excellent opportunity to work closely with our directors and have a key role in driving the business forwards.



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