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Senior Support Specialist

1 month ago


Saffron Walden, Essex, United Kingdom Antony George Recruitment Full time
Job Title: Senior Support Specialist

About Our Firm:

We are Antony George Recruitment, a dedicated team providing top-notch financial services with a strong focus on teamwork and client satisfaction.

Estimated Salary: £28,000-£38,000 per annum

Duties:

  • Process and manage various administrative tasks related to wealth management

  • Develop and maintain strong relationships with clients and colleagues

  • Work closely with the team to achieve common goals and objectives

  • Contribute to the development of new business processes and procedures

  • Support the implementation of company policies and initiatives

Qualifications:

  • Minimum of 3 years of experience in a similar role within an IFA practice

  • Proven ability to communicate effectively with clients and colleagues

  • Familiarity with relevant software systems, including Curo and Transact

  • Able to work independently and as part of a team

  • Desirable to have some experience in managing or training others

Benefits Package:

  • Comprehensive annual leave entitlement

  • Access to private medical care after probation

  • Gross employer pension contribution of 5%

  • Group health insurance with 50% salary protection

  • Opportunity for performance-related bonuses

  • Flexible working arrangements after probation

  • Professional development support and mentorship