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A brand-new opportunity has arisen to work as part of a lively and friendly client support team, providing administrative support. This is an exciting, fast paced and varied role, which will include liaising with clients and Financial Planners
The Opportunity
- Managing the 'Letters of Authority’ process
- Submitting new business files
- Onboarding and supporting new Financial Planners
- Producing annual review documents
- Trading on provider platforms and obtaining required information
- Booking client review meetings
Benefits:
- Income Protection
- Death in service of 4 x salary
- Private Medical Insurance
- Parking
- Monday to Friday, 37.5 hours
- Flexible working environment
- Exam Support
- Structure in place to support career progression and growth
- Hybrid working after probation (2 days office, 3 from home)
What’s needed to be considered?
- Knowledge and experience in working with provider platforms
- Attention to detail, thoroughness and accuracy
- Initiative to develop own ideas and projects to assist in the ongoing development of our client proposition
- Great communication skills, highly motivated with the will to thrive in a challenging and fast paced environment and a strong team player
What’s next?
Apply today to be considered for this Admin/ Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Trainee Paraplanner, Report Writing, Paraplanning, Financial Service Admin
