Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you!
What's in it for you?
Salary: up to £32,000 doe
Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week)
Life Assurance
Group Income Protection
Location: WarwickDuties/Responsibilities:
Administrative Support to Financial Planners and Team Leader
Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports
Processing New Business following adviser handover
Ensuring all compliance documents on file/provided by adviser prior to submission
Ensuring client advised of progress throughout this process
Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations
Producing Risk Profiler results where required
Processing and monitoring switch directly with provider or electronically via platform
All above is to be adhered to in line with the WS Fund Switch Process
Preparing valuation reports
Preparing supporting performance documentation for client review appointments
Preparing review checklist for adviser/client appointments
Preparing any documentation required (complian...