Regulated Diploma Level 4 Support Specialist
3 weeks ago
We are seeking a highly skilled and experienced individual to support our team of financial advisers in Cheltenham. The successful candidate will have a structured career progression route, studying towards a Regulated Diploma Level 4 in Financial Planning.
This is a fantastic opportunity to join a specialist financial planning firm located in the heart of Cheltenham. As a key member of our team, you will be responsible for delivering exceptional client service and ensuring that our clients receive a high level of continuing service.
The ideal candidate will have previous experience working in a client services or administration role within an independent financial planning company, with the ability to manage a fast-paced and pressurized environment.
Key Responsibilities:
- Process applications via different provider platforms.
- Maintain and update databases with relevant policy information.
- Correspond with providers across the market (investment, pension, protection, and mortgage products).
- Issue documents to clients.
- Produce and update client reports.
- Draft suitability reports for advisers.
- Ensure all records are kept up-to-date and compliant.
- Handle incoming queries and outgoing calls to other providers and clients.
- Work closely with advisers on a 1:1 basis.
- The salary for this position is £26,000 - £31,000 per annum, depending on experience.
- A hybrid working arrangement is offered, allowing employees to work from home 2/3 days per week.
- A comprehensive benefits package is offered, including health insurance, pension scheme, and annual leave.
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