Financial Support Specialist

9 hours ago


Bristol, Bristol, United Kingdom Close Brothers Group Full time
About the Role

The Financial Support Specialist position at Close Brothers Asset Management requires a detail-oriented and organized individual to assist in the preparation of financial information, including producing new business illustrations and requesting application forms.

You will work closely with our Paraplanners and Advisers to ensure that all necessary documentation is accurate and up-to-date, using our company's software systems and other financial planning tools.

This is an excellent opportunity to develop your skills and knowledge in the financial services industry, working as part of a dynamic team in a supportive environment.



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