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Financial Planning Support Specialist

4 weeks ago

Guildford, Surrey, United Kingdom Blakemore Recruitment Full time
Financial Planning Support Administrator

Blakemore Recruitment is assisting a well-established Financial Planning practice in their search for an experienced Sales Support Administrator to join their expanding team.

The ideal candidate will be working as an IFA support currently and looking to progress their career. The role offers an excellent salary and career path, with opportunities for professional development and potential progression to a Paraplanning role.

Key responsibilities will include day-to-day administration, processing new business applications, chasing outstanding information, research reviews, and renewals, as well as dealing with external companies.

The successful candidate will work closely with the Paraplanner and interact with exceptional clients on a daily basis. A strong focus on customer service and attention to detail is essential for this role.

Blakemore Recruitment is committed to finding the right candidate for this opportunity. If you believe you have the skills and experience required, please apply to be considered for this exciting role.