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- Issue and chase letters of authority in a timely manner
- Collate information from product providers regarding clients' existing arrangements
- Obtain pre-sale documentation, including quotations, for clients
- Prepare and manage execution-only letters
- Create and prepare comprehensive valuation reports
- Conduct adviser fee and cash balance checks
- Support quarterly managed portfolio rebalances and perform follow-up checks
- Verify fund switches and ensure accuracy
- Handle death claims and surrenders with sensitivity and efficiency
- Provide general administration support and assist with office duties
- Maintain and update the client database regularly to ensure accuracy
- Ensure all activities adhere to the FCA’s Conduct Rules and regulatory requirements
- Great opportunity to build a career within the Financial Services sector
- A chance to work for a company with great future prospects
- Options for support towards study for recognised financial services
- qualifications as your career develops
- Working hours 9am – 5pm Monday to Friday
- HR contributes 8% into your pension (After 3 months)
- 3x Salary Death in Service (After 3 months)
- 1x Salary Group Critical Illness Benefit (After 12 months)
- 22 days holiday plus bank holidays and Christmas off without the use of any annual leave (the office shuts down between Christmas and New Year)
- Bonus Scheme
- Each exam passed you can get a bonus of up to £100 per exam
