Financial Services Support Specialist
2 weeks ago
We are seeking a skilled Financial Services Support Specialist to join our team at Eden Resourcing. As a key member of our wealth management practice, you will provide administrative support to our Paraplanners, assisting with report writing, paraplanning, and other tasks. This role requires strong IT skills, knowledge of FCA regulations, and experience in a professional services environment.
Key Responsibilities:
- Support Paraplanners with preparing illustrations and paperwork.
- Prepare Annual Review packs, including valuations, fund factsheets, and compliance documents.
What We Are Looking For:
- Organised and multitasking skills.
- A working knowledge of the Financial Services Industry.
- Experience in a Financial Services administration role.
- Ability to support a Financial Adviser.
- Proficiency in Microsoft Word, Excel, and Outlook.
This is a fantastic opportunity for an experienced administrator to join a successful wealth management practice and contribute to its growth. The estimated salary for this role is £25,000 - £35,000 per annum, depending on experience.
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Cradley Heath, Sandwell, United Kingdom Eden Resourcing Full timeJob Overview: Eden Resourcing seeks an experienced Financial Services Administrator to support a wealth management practice in their paraplanning team.The successful candidate will have a strong background in financial services administration, with experience supporting financial advisers and familiarity with FCA regulations.Duties:Assist Paraplanners with...
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