Job Title: Financial Support Specialist
The role of a Financial Support Specialist is to provide comprehensive support to financial advisors in the creation of detailed client reports and presentations. This involves collecting, interpreting, and analyzing client information to formulate suitable strategies that meet client objectives.
* Responsibilities:
* Prepare accurate and compliant suitability reports and letters within target deadlines.
* Collect and interpret client information and contribute to the formulation of suitable strategies to meet client objectives.
* Manage client queries, ensuring accurate and thorough responses.
* Ensure all client work adheres to regulatory requirements and compliance regulations.
* Undertake continuous professional development to meet personal and business needs.
Requirements:
* Strong analytical and problem-solving skills.
* Excellent communication and interpersonal skills.
* Able to work accurately under pressure with attention to detail.
* Familiarity with regulatory requirements and compliance regulations.
* Ability to adapt to changing priorities and deadlines.
Benefits:
* Ongoing training and development opportunities.
* Opportunities for career growth and advancement.
* A supportive and collaborative team environment.
* Competitive salary and benefits package.