Financial Planning Support - London

Salary - £40,000

Location - London

Role - Financial Planning Support

Blakemore Recruitment are proudly assisting a Chartered Financial Planning firm renowned for its commitment to excellence recruit for their next financial planning support join their expanding business in their London office . Our client prides themselves on being an industry leader.

Are you an industrious and articulate professional with a strong foundation in financial services?

The selected candidate will play a pivotal role in supporting their advisers, fostering productive client relationships, and ensuring seamless internal processes.

Key Responsibilities:

Client Interaction & Communication:

• Serve as the primary liaison between advisers, clients, and third-party product providers.
• Professionally address and acknowledge client queries promptly.
• Ensure excellent written and verbal communication standards.

Data Management:

• Maintain and update electronic client files in the Curo CRM system.
• Ensure data entry is accurate and complete.
• Adhere to data protection policy, including password protection for external communications.
• Regularly review and ensure adherence to data protection protocols.

Operational Accuracy & Efficiency:

• Source quotations, illustrations, and supporting documentation diligently.
• Process new business applications and maintain a precise record of transactions.
• Adhere to and meet internal Service Level Agreements (SLAs) for tasks.
• Diligently complete relevant check-lists (e.g., New Client Set-up, Submission, Closing).

Continuous Learning & Team Collaboration:

• Stay updated with industry news and trends.
• Participate in team collaboration sessions and play a proactive role in enhancing team knowledge.
• Engage in mentoring or support sessions as necessary.

Other Duties:

• Manage call handling efficiently, ensuring that a significant majority of calls, especially those redirected from reception, are promptly answered.
• Record time and activities with accuracy
• Continuously approach work with a positive, proactive attitude, demonstrating the willingness to exceed expectations.

Desirable Skills and Experience:

• Familiarity with the Curo (Microsoft Dynamics) back-office system is a plus.
• Demonstrable ability to prioritise tasks independently.
• A strong eye for detail.

Who Will This Role Suit?

An individual who embodies responsibility, takes pride in their work, engages proactively with all stakeholders, and is eager for a holistic experience in financial planning and investment consulting at a leading advisory firm.

Perks and Benefits:

• Support for professional career studies.
• Competitive remuneration complemented by a discretionary bonus scheme.
• Inclusive of qualifying pension, healthcare, cycle to work, and annual travel loan schemes.

If this sounds like it could be your next move, please apply or get in touch for more information.