Salary - £40,000
Location - London
Role - Financial Planning Support
Blakemore Recruitment are proudly assisting a Chartered Financial Planning firm renowned for its commitment to excellence recruit for their next financial planning support join their expanding business in their London office. Our client prides themselves on being an industry leader.
Are you an industrious and articulate professional with a strong foundation in financial services?
The selected candidate will play a pivotal role in supporting their advisers, fostering productive client relationships, and ensuring seamless internal processes.
Key Responsibilities:
Client Interaction & Communication:
* Serve as the primary liaison between advisers, clients, and third-party product providers.
* Professionally address and acknowledge client queries promptly.
* Ensure excellent written and verbal communication standards.
Data Management:
* Maintain and update electronic client files in the Curo CRM system.
* Ensure data entry is accurate and complete.
* Adhere to data protection policy, including password protection for external communications.
* Regularly review and ensure adherence to data protection protocols.
Operational Accuracy & Efficiency:
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