Job Description
FINANCIAL ADVISER ADMINISTRATOR - Pensions & Investments
LOCATION | Ormskirk Aea
SALARY: 26,000 - 28,000 + Lucrative Bonus Scheme for Passing CII Exams
FREE ON-SITE PARKING
Our Client is an impressive business! They operate as a family friendly business and are an incredibly supportive team. A new opportunity is now available for an additional Administrator to join their support team. Working from beautiful offices, our client offers free and secure on-site parking, a lucrative and incentivised salary and bonus scheme, as well as ongoing and structured career development. This truly is an excellent opportunity for someone who is ambitious and driven about progressing within a successful firm of Independent Financial Planners.
The is an important role in the business and the successful candidate will be a pivotal part of the team. Duties will consist of;
" Preparing pre-meeting documentation for the Adviser
" Processing new business applications
" Creating Client Valuations & Illustrations
" Chasing Letters of Authority
" Basic report writing using Templates
" Liaising with Product Providers & third parties
Candidates applying must have previous experience working for a firm of Financial Planners, a Pensions Consultancy or a Provider background. You will understand how the industry works, and be keen to develop your skills and progress within Financial Planning. Excellent communication skills are required. You will be smartly presented, offer first class communication skills, and have the ability to liaise with HNW Individuals.
NJR15821