CLIENT SUPPORT - PENSIONS & INVESTMENTS
Location: Wilmslow
Up to £30,000
Our Client is an established and well known firm of Independent Financial Advisers based in a beautiful location of South Cheshire. Led by a professionally qualified team, they provide comprehensive Corporate & Personal Financial Planning that includes Employee Benefits, Investments, Retirement Planning and Tax advice.
Due to an internal promotion, an experienced Administrator is required to support a highly technical Partner in the business. This will be a very busy and demanding role, and daily duties will consist of:
Responsibilities:
* Provide a first class administration service, together with a dedicated Paraplanner, to a group of Consultants
* Ensure that new business is processed in a timely fashion
* Issue client Letters of Authority to providers, collate information and use the Client Management system
* Organise quotes, online or via telephone, then put full package together for the adviser – ensuring correct proposal & KFD
* Process basic products such as Bonds, Personal Pensions and Group Schemes, using Client Management
* Value client portfolios by obtaining data from providers
* Check policy documents
* Issue policy documentation to clients using professional letters
* Scan documents and file them electronically on the Client Management system
* Distribute incoming post
Qualifications:
Candidates applying must have a strong and proven background working for a firm of Financial Planners. You will be conversant with whole of the market products and ideally be used to processing business on IRESS / 1st software.
If you are an experienced individual who is looking to provide an excellent level of administrative support to a Partner, then this is an excellent opportunity.
REF: NJR16687
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