Support Specialist for Financial Services

3 weeks ago


London, Greater London, United Kingdom NJR Recruitment Ltd Full time
Our Company Profile

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:

  1. Preparation of engagement letters
  2. Provision of letters of authority/change of agency letters
  3. Fact find form downloads for completion/client agreement
  4. Obtaining provider application forms
  5. Setting up client files
  6. 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.



  • London, Greater London, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team at Burgh Recruitment Ltd (Financial Services). As a key member of our financial services team, you will play a vital role in providing technical expertise throughout the client advice process. This includes undertaking research and analysis to produce financial planning...


  • London, Greater London, United Kingdom IS2 Staffing Services Full time

    We are hiring a Financial Support Specialist to join our team at IS2 Staffing Services in London, Ontario. This is a great opportunity for an experienced accountant or administrative assistant to take their career to the next level.About the JobThe successful candidate will provide financial support to the company, including weekly AP/AR tasks,...


  • London, Greater London, United Kingdom Salisbury Financial Services Full time

    We are seeking a mature and professional-minded individual to provide administrative support to our advisory and technical team.This full-time role is based in Gerrards Cross, where you will work closely with colleagues and high-net-worth clients. You will be responsible for data entry, record keeping, and obtaining illustrations, key features documentation,...


  • London, Greater London, United Kingdom Jobs for Humanity Full time

    Job OverviewWe are seeking an experienced Data Management Specialist to join our team at Jobs for Humanity. This is a full-time position that requires a deep understanding of data management principles and practices in the financial services industry.

  • Financial Accountant

    4 weeks ago


    London, Greater London, United Kingdom CER Financial Full time

    About the RoleWe are seeking an experienced Financial Accountant to join our team as a Purchase Ledger Specialist. In this role, you will be responsible for maintaining accurate and up-to-date financial records, processing transactions, and providing high-quality accounting support.Key ResponsibilitiesProcess and reconcile purchase ledger transactions,...


  • London, Greater London, United Kingdom Financial Divisions Full time

    About Financial DivisionsWe are a leading London based firm of financial planners committed to creating organic growth opportunities for our existing staff.Job OverviewWe are now in a position to offer an exciting opportunity for a talented individual interested in pursuing a career within wealth management.Key Responsibilities:Work closely and provide full...


  • London, Greater London, United Kingdom Bruin Financial Full time

    Job Description:As a Financial Reporting Specialist, you will play a crucial role in managing financial reporting for our clients in the EMEA region. This includes preparing and reviewing financial statements, managing regulatory reports, and ensuring compliance with relevant laws and regulations.The ideal candidate will have recently qualified as an...


  • London, Greater London, United Kingdom P10 Financial Group Full time

    We are seeking a Financial Solutions Specialist to join our team at P10 Financial Group in London. This role offers a competitive salary of £90,000 - £120,000 per annum.The successful candidate will be responsible for structuring large deals, making loan decisions through various means including credit history review, credit scoring, and affordability...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Job OverviewA Senior Financial Planning Specialist is required to assist with the preparation of financial advice on investments, pension planning, inheritance tax and estate planning for high net worth clients.The ideal candidate will have a minimum of 2 years' full paraplanning experience and be Diploma Qualified.


  • London, Greater London, United Kingdom Jigsaw Financial Full time

    About Jigsaw FinancialJigsaw Financial is a dynamic organization that offers an exciting opportunity for a skilled individual to join our team as a Financial Services Relationship Manager.We are committed to delivering exceptional service to our clients and partners, and we believe that this role will play a crucial part in achieving our goals.Job...


  • London, Greater London, United Kingdom Financial Staffing Solutions Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Financial Staffing Solutions. As a key member of our finance department, you will be responsible for managing the financial and administrative operations of our organization.Key Responsibilities:Manage double entry bookkeeping, invoicing, and bank reconciliations...


  • London, Greater London, United Kingdom Randstad Financial & Professional Full time

    **Job Overview**Randstad Financial & Professional is seeking a skilled Financial Markets Specialist to join its team. This role will be responsible for managing client relationships, executing trades, and contributing to the firm's revenue growth.**Key Responsibilities:**Client Management:  Build and maintain strong relationships with institutional and...


  • London, Greater London, United Kingdom Financial Ombudsman Services Full time

    We are seeking a skilled Service Solutions Designer to join our team at the Financial Ombudsman Service in London, docklands or Coventry. As a Service Solutions Designer, you will be responsible for designing innovative service solutions that enhance our customer experience and create exceptional outcomes.The ideal candidate will have a proven track record...


  • London, Greater London, United Kingdom Financial Staffing Solutions Full time

    Job OverviewAs a key member of our team at Financial Staffing Solutions, you will be responsible for managing all accounting requirements from our London office. Reporting directly to the UK Directors and working closely with the parent company's CFO in Germany, you will ensure seamless communication and compliance.Key Responsibilities• Process all...


  • London, Greater London, United Kingdom Endeavour Recruitment Solutions Full time

    **Job Overview**We are looking for an IT Support Specialist to join our team at Endeavour Recruitment Solutions. As a key member of our financial services division, you will be responsible for providing technical support and developing business solutions to enhance technology capabilities.This is an exciting opportunity to work with a talented team of...


  • London, Greater London, United Kingdom DA Financial Trading Recruitment Full time

    Job OverviewDA Financial Trading Recruitment is seeking a highly skilled Customer Service Specialist to join their team in London. This is a fantastic opportunity for an Italian speaking individual with excellent customer service skills to work in the financial services industry.


  • London, Greater London, United Kingdom Financial Divisions Full time

    The Role of a Paraplanner at Financial DivisionsWe are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions, a boutique independent practice based in the London area.The successful candidate will be responsible for providing 100% support to our Financial Adviser and her longstanding clients, working autonomously and...


  • London, Greater London, United Kingdom Financial Times group Full time

    Job OverviewWe are seeking a highly skilled Business Development Specialist to join our UK Client Relationship Management team at the Financial Times group.About the RoleThe successful candidate will play a crucial role in supporting account mapping, engagement, renewals, and business growth across various sectors, including corporate, finance, government,...


  • London, Greater London, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full time

    Job Summary: We are seeking a highly skilled Financial Support Specialist to join our team at Burton Bolton & Rose Recruitment Services Ltd. As a key member of our team, you will provide support to Accountants with audits and general accounting tasks. About the Role: This is an exciting opportunity for a Junior Accounting Assistant to work with us in...


  • London, Greater London, United Kingdom Work Sponsors Full time

    About Work SponsorsWork Sponsors is a dynamic and growing organization, committed to delivering exceptional financial services. Our team is comprised of experienced professionals who are passionate about their work and dedicated to making a positive impact.Job SummaryWe are seeking a highly skilled Financial Services Specialist to join our team. As a key...