Blakemore Recruitment is seeking a proactive administrator to support financial planners with day-to-day client management and clerical tasks. You will handle enquiries, assist with meetings, and maintain client files.
The role encompasses preparing meeting packs, submitting new business, and updating portfolio information. You will also assist with paraplanning, liaise with product providers, and perform routine valuations and rebalances, using Curo CRM and Virtual Cabinet.
#J-18808-LjbffrIFA Sales Support & Client Relations Specialist employer: Blakemore Recruitment
Join a dynamic and supportive wealth management firm in Leigh-on-Sea, Essex, where your ambition and client-focused approach will be valued. With a hybrid working model, comprehensive benefits, and uncapped bonus potential, this role offers not just a job but a pathway for professional growth and meaningful client relationships. Experience a collaborative work culture that prioritises employee development and rewards excellence in financial planning.
