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.