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Advisor Support Specialist: Pensions & Client Casework
Job in
Greater London, London, Greater London, EC1A, England, UK
Listed on 2026-01-15
Listing for:
TEMPLEGATE RECRUITMENT LIMITED
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
A financial services recruitment company in Greater London is seeking an Advisor Support professional with at least 2 years of experience in a financial advice firm. The role involves managing client applications and ongoing casework, ensuring accuracy, and liaising with advisers. Essential skills include a strong understanding of financial products, particularly pensions, and proficiency with IT systems and Microsoft Office.
The position offers benefits like 28 days of holiday and a pension scheme.
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