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.

  • This field is for validation purposes and should be left unchanged.

Case File Checker - Pensions

Ref: 39025 Are you looking to start your career within Financial Services?   My client, a Chartered Financial Planning practice...

 

View Job

Pension Administrator - Workplace Pensions

Ref: 39026 One of the UKs leading Insurance Brokers are looking for an experienced Employee Benefits Administrator to join their...

 

View Job

Pension Transfer Specialist Adviser

Ref: 39008 A firm of Chartered Financial Planners are undergoing a period of business growth and are now looking for...

 

View Job