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Our Client is an established and well-known firm of Independent Financial Advisers based in a beautiful location of South Cheshire. Led by professionally qualified team, they provide comprehensive Corporate & Personal Financial Planning that includes Employee Benefits, Investments, Retirement Planning and Tax advice. Due to internal promotion, an experienced Administrator is now required to support a highly technical Partner in the business. This will be a very busy and demanding role, and daily duties will consist of;
- To provide a first-class administration service, together with a dedicated Paraplanner, to a group of Consultants
- Ensure that new business is processed in a timely fashion
- Issuing client Letters of Authority to providers, collating information and the use of the Client Management system
- Organising quotes, online or via telephone, then putting full package together for adviser - ensuring correct proposal & KFD
- Processing on basic products such as Bonds, Personal Pensions and Group Schemes, using Client Management
- Valuing client portfolios - obtaining data from providers
- Checking policy documents
- Issuing policy documentation to client using professional letters
- Scanning documents and filing these electronically on the Client Management system
- Distribution of incoming post
Candidates applying must have a strong and proven background working for a firm of Financial Planners. You will be conversant with whole of the market products and ideally be used to processing business on IRESS / 1st software.
If you are an experienced individual who is looking to provide an excellent level of administrative support to a Partner, then this is an excellent opportunity.
NJR15480
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