Financial Adviser Administrator, Northampton
Salary £28,000p.a to £32,000p.a. depending on experience + benefits
We are delighted to be working with this well established Chartered firm of financial planners who now have an opportunity for an Administrator to join the business. Long term career progression available within the business.
Financial Adviser Administrator Role Overview
The role will be within a small team of 4 to provide support at least one of the advisers., which could include the following tasks;
* Preparing Client Portfolio reviews
* Fund/Plan Performance analysis
* Trades/Switches (processing through to sign off)
* Sourcing/generating provider Illustrations
* Income Modelling/Cashflow Planning
* Gathering tax information/ Tax calculations
* Pension calculations
* New Business (processing through to sign off)
* Drafting meeting summary communications for adviser
* Drafting Suitability Letters
* Provider communication (verbal & written)
* Client communication (F2F,verbal & written)
* Updating client database (Intelliflo)
About You
1. deally 3 years experience working for an IFA (Financial Planning) business
2. Working within a Financial Services business essential, e.g. banking or building society experience
3. One or two FS qualification...