BRUIN Financial

Ref: 25084

Financial Planning Support – 20k + Benefits

An exciting opportunity has arisen to join a leading Financial Services Organisation in Blackpool. The Financial Services Organisation is seeking a Financial Planning Support to join on a full time permanent basis.

You will provide support to the Financial Planning team and work effectively with the Client Liaison team by ensuring that all queries are dealt with in a timely and efficient manner. Demonstrating a proactive approach and taking responsibility to ensure that the resolutions of issues are seen through to the end.

KEY RESPONSIBILITIES:

  • Reviewing and amending static client data
  • Supporting the Model Portfolio Services (MPS) team, as and when required
  • Reviewing the MPS client database and ensuring ISA entitlement are processed where applicable, in line with regulatory requirements
  • Entering and completing payment requests, including internal transfers, through liaison with internal and external parties
  • Liaising with external and internal financial planners, clients and providers
  • Providing ad-hoc reporting to clients and providers

ABOUT YOU:

  • Proficient in Word, Excel and Outlook
  • High level of accuracy/attention to detail
  • Good organisational skills

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

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

Trainee Accountant

Ref: 25209 BRUIN Financial are proud to be working with an exciting Financial Services organisation based in Manchester. My client…

 

Read More

Customer Support Operations Manager

Ref: 25190 Customer Support Operations Manager   The Company This world-leading US-based financial institution, operates in over 30 countries and…

 

Read More

HR Shared Services/Onboarding Manager

Ref: 25187 I am currently assisting a well-known, fantastic Financial Services firm based in Surrey, recruit an HR Shared Service/Onboarding…

 

Read More