Support Administrator for Financial Planning

3 weeks ago


Fareham, Hampshire, United Kingdom Blakemore Recruitment Full time

We are seeking a highly organized and delivery-orientated Support Administrator to join our team at Blakemore Recruitment. The ideal candidate will have experience in a financial planning environment, preferably with CII or RO part qualifications. Key responsibilities will include effectively onboarding new clients, servicing existing clients, and building strong relationships with customers and colleagues. The successful candidate will be a good team player, with a strong passion for delivering excellent customer service. In this role, you will be responsible for communicating with clients through various mediums, and contributing positively to team morale and energy. If you have a strong understanding of investment products, including ISAs, Pensions, and Bonds, and have experience with CRM systems, we would like to hear from you. As a Sales Support Specialist, you will play a crucial role in the smooth running of the firm, assisting Financial Planners with day-to-day client management. If you are a self-starter with a strong passion for delivering excellent customer service, please apply for this exciting opportunity.



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