Case File Checker – Pensions
Bruin Financial
Ref: 39025
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.
Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.
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