Hybrid financial support officer

Our client, a Financial Institution with offices across the Midlands, is seeking a dedicated Financial Support Officer to join their team. This role is essential in providing high-quality support to Office Managers and Financial Planners, ensuring efficient, compliant, and professional service delivery to clients. As a Financial Support Officer, you will play a pivotal role in ensuring smooth operations and excellent client experiences. Your duties will include but are not limited to: * Client Liaison: Act as the primary point of contact for clients, addressing their queries and keeping them informed about their application status. * New Business Processing: Efficiently handle new business applications, ensuring all compliance documents are in place and submissions are accurate and timely. * Risk Analysis: Run Risk Profiler results and assist with research using FE Analytics to support advisers in making informed recommendations. * Compliance and Documentation: Ensure all client files and documents are compliant with industry regulations and company policies. * Fund Management: Assist with producing fund switch reports and processing switches in line with client authorisations. * Client Reviews: Prepare valuation reports, performance documentation, and review checklists for client appointments. * Administrative Support: Handle general administrative tasks such as filing, scanning, photocopying, answering phone calls, and managing post. The ideal candidate will be committed to delivering high-quality service and fostering strong client relationships. You should be a team player with strong planning and prioritising skills to manage multiple tasks and deadlines and possess a proactive attitude and personal commitment to continuous improvement. In return, our client offers: * Opportunities for continuous learning and career advancement within the financial sector. * A hybrid work environment. * 31 days of annual leave including bank holidays. * Fantastic staff benefits. This is a rare opportunity to join a growing Financial Institution. If you are enthusiastic and dependable, we would love to hear from you