Client Service & Support Specialist – Financial Services (Graduate)
About the Role:
Join FJ Hanly & Associates, a distinguished Financial Brokerage with over two decades of dedication to providing expert financial advice to a diverse clientele, including Companies, Families, Individuals, Directors, and Executives. We pride ourselves on delivering tailored solutions based on years of experience.
- Deliver top-tier client service efficiently, ensuring all client deadlines are met.
- Uphold company and regulatory standards, emphasising compliance.
- Offer technical support to team members, aiding in client issue resolution.
- Identify and capitalise on opportunities to grow existing client accounts.
- Support Financial Advisors in crafting and documenting client-specific financial plans.
- Develop solutions in a compliant, personalised, and tailored manner.
- Assist Financial Advisors in the annual client review process.
- Participate in virtual client meetings alongside Financial Advisors.
- Critically evaluate information from both Advisors and clients.
- Research and analyse investment funds and insurance products as necessary.
Skills & Experience:
- Initial and ongoing training in-house, and industry exams will be provided and supported. Prior experience in a similar role is an advantage but not essential.
- Business-related degree or QFA is desirable
- An understanding of financial products, especially Pensions & Investments.
- Exceptional communication and interpersonal skills.
- Self-driven with the ability to meet deadlines and manage tasks effectively.
- Strong IT proficiency, particularly with Microsoft Office.
Future Opportunities at FJ Hanly & Associates:
- Pathways to roles in advisory, compliance, or paraplanning.
- Support in preparing for industry exams.
- Diverse career advancement opportunities.
Salary: Dependent on Experience
FJ Hanly & Associates is a reputable Financial Brokerage, having served a broad spectrum of clients for over 20 years. We are committed to offering financial solutions to our Corporate and Private Clients, always striving to provide advice that is both expert and tailored.
Interested candidates are encouraged to apply. Join our team and be part of a successful advisory business in the financial sector.
To apply please forward your most recent CV and cover letter to firstname.lastname@example.org with the Subject line ‘Client Service & Support Specialist’.
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