Support Specialist for Financial Services
3 weeks ago
NJR Recruitment Ltd is an award-winning firm with a strong presence in the financial services industry. As a leader in the field, we strive for excellence and innovation.
Competitive Salary and Benefits
We offer a competitive salary ranging from £22,500 to £28,000 per annum, along with an attractive benefits package including:
- Death in service benefit
- Group PHI coverage
- Personal pension scheme
- Holiday entitlement
Employees can also take advantage of free private on-site parking and flexible working hours.
Job Description
This support specialist role plays a vital part in the finance team, handling key tasks such as:
- Preparation of engagement letters
- Provision of letters of authority/change of agency letters
- Fact find form downloads for completion/client agreement
- Obtaining provider application forms
- Setting up client files
- Obtaining valuations of existing client policies and quotes
The successful candidate will maintain accurate records, ensure software updates, and provide administration support to advisers and their teams as needed.
Requirements
To excel in this role, candidates must have:
- Previous experience in the financial services industry
- A keen interest in pursuing or completing CII studies
- Excellent communication and organisational skills
- Ability to use various systems and software
The ideal candidate will demonstrate a commitment to delivering high-quality service and contributing to the company's continued success.
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