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Client Support Specialist

Posted 31 January by Accountancy Divisions Limited Ended

Financial Divisions are working with a leading national financial services business that have over 15 years experience providing financial & investment solutions to the UK on both a consumer and corporate basis.

The firm currently seeks a Client Support Specialist to join their City of London location. As a Client Support Specialist you will be responsible for supporting Consultants across the office, processing and updating client files, processing client fact finds and conducting research for Consultants. You will also be responsible for promoting best practice within the firm adhering to FCA regulations and working within the firm’s compliance framework.

As a Client Support Specialist you will have at least 1 years’ experience working within a support or administrative role in the financial services sector, ideally within an IFA / Financial Planning environment. As a Client Support Specialist you will also be able to demonstrate a track record in producing high levels of customer led service.

For immediate consideration please forward your CV to Mark Flannery at Financial Divisions

Reference: 34361877

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