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Join our team supporting Financial Advisers with various financial products, including pensions and investments.
Responsibilities:
1. Supporting Paraplanners/Planners: Collate information to support financial planning processes using various software systems.
2. Analysis: Compare products and providers with Financial Express Analytics and Selectapension.
3. Quotes and Paperwork: Prepare documentation for products such as pensions, ISAs, and bonds.
4. Suitability Letters: Draft suitability letters for new business covering pensions, bonds, ISAs, annuities, protection, and investments.
5. New Business Processing: Set up products/investments with providers, both paper-based and electronic, and follow through to completion.
Applicants must have previous experience as a Financial Services Administrator.
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