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Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams, with a hybrid working pattern.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include:
- Obtaining and collating provider information and illustrations.
- Processing and submitting new business and monitoring the progress. Dealing with investment, pension, and protection business.
- Liaising with clients and delivering a full customer service.
- Preparing valuation reports, performance documentation and review checklists.
- Processing and monitoring switches with providers or electronically.
- Completing withdrawal instructions for clients. Updating back-office systems.
The candidate:
- Good working knowledge of Microsoft Office & Outlook
- Relevant experience within Financial Services
- Experience with Intelligent Office by Intelliflo would be an advantage
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
Hybrid working can be offered with this role, in the office 2 days per week.
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