Financial Adviser Support Administrator Nottingham. Salary up to £33k, bonus and competitive Benefits. Strong element of hybrid working.
Are you looking for an opportunity to progress your career within the Financial Services industry? Are you an experienced IFA Support Administrator, looking for an opportunity to join a growing wealth management business, based in the Nottingham area?
This is a fantastic opportunity to progress in the Financial Services arena.
Job Summary:
To provide administration support for a team of financial advisers to ensure the delivery of market leading client advice and information services.
Duties and Responsibilities
You will be responsible for working closely with the advisers
Liaise with product providers to ensure timely and accurate responses to clients
Send Letters of Authority and gather accurate information
Obtain illustrations and application forms
Production of portfolio valuations
Provide a friendly and professional point of contact for clients and enquiries
Diary and task management to ensure client reviews and other client service actions are delivered on time
Qualifications and Experience: -
Minimum 1 year experience in financial services administration
Salary range up to £33k depending upon experience
Pension and death in service benefits
Bonus
The ability and support to work flexibly where appropriate, in terms of hours and location
Support with further qualifications, including study leave
If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS.
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