Job description
You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments.
Responsibilities:
1. Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems
2. Analysis: comparing products and providers with Financial Express Analytics and Selectapension
3. Quotes and paperwork: preparation for various products, i.e. pensions, ISAs, bonds
4. Suitability letters: preparing suitability letters for new business covering pensions, bonds, ISA, annuities, protection and investment actions
5. New business processing: setting up products/investments with various providers, both paper-based and electronically, follow up through to completion
You must have previous experience as a Financial Services Administrator to be successful in your application.