Case File Checker - Pensions

Are you looking to start your career within Financial Services?

My client, a Chartered Financial Planning practice are looking for administration support within the ‘Know Your Client’ area of the business due to a period of business growth.

The main purpose of the role will be to provide administration support to the ‘Know Your Client’ area of the business, by confirming and recording clients personal data.

Duties will include;

• Check the client has completed our Forms
• Liaise with clients by phone to confirm information submitted by the client
• Recognising errors the client may have submitted and querying them
• Outline processes to help the client to prepare to enter advice process

The ideal candidate will have previous office administration, secretarial and/or customer service experience within either professional or financial services.

The individual will be encouraged and fully supported to qualify in further qualifications such as Financial Planning exams to Certificate or Diploma level.

This is an exciting opportunity to join an established company at its growth stage and really grow and develop within the role. Hybrid working is on offer with a home/office split.

If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.