Oakley Recruitment is working in partnership with an expanding organisation based in Newcastle under Lyme. This is an excellent opportunity to join the team supporting Financial Advisors on a full-time permanent basis. Culture and Environment Our client culture is supportive, friendly and welcoming, the team share best practices and have a great working relationships. Often going out as a team socially. The environment is a corporate office space with a modern feel. Personality The team all work exceptionally well together, its a friendly, warm and supportive team member that will thrive in this role. This person will be knowledgeable in financial services and be adaptable to change as the business is evolving and growing all of the time. The ability to work to a vision and have a dynamic approach. Reward 23 days holiday including bank holidays, increasing in length of service to 25 days
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Contributory pension
Sick pay probation (4 weeks)
Life insurance
Virtual doctor and mental health appointments
Salary sacrifice
Hybrid working with 1-2 days at home (based on experience)
Job Role Supporting multiple Financial Advisors at any one time.
Obtaining provider information
Run Risk Profiler results via FE Analytics
Processing New Business following adviser handover
Ensuring all compliance documents on file
Submission to providers direct or electronically via platform
Adding plan and activity for tracking to completion
Ensuring client advised of progress throughout this process
Administering investments, pensions and protection to include transfers
Assisting with research and producing FE Analytics fund switch reports
Processing and monitoring switch directly with provider or electronically via platform
Preparing supporting performance documentation for client review appointments
Preparing review checklist for adviser/client appointments
Preparing half yearly valuation reports for issue to client (postal or electronic)
Providing Post Review Summary report to client
Completing withdrawal instructions on behalf of clients/advisers
Skills and experience Demonstrating good customer communication and relationships
Team working and collaboration
Using systems and processes
Demonstrate honesty and integrity
Adaptability, enthusiasm, dependability
Personal commitment
Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting for Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the Employment Agencies Act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NI number will be required, as part of your interview process.
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