Job Description

This role would suit someone who is looking to join a well-structured business who offer a friendly and family orientated working environment, and a transparent career path should you be looking to further your career within the industry. The successful candidate will be responsible for supporting two of the company’s Financial Advisors in proving cradle to grave holistic Administrative support.
Our client fully support and encourage development within, and they will support you in working towards industry related qualifications.

Responsibilities:

• Create Files, client records on IO, whilst issuing letters of authority and compiling initial plan summaries
• Preparation of Suitability Letters / Reports and KFI
• Sourcing application forms, product guides, fund factsheets etc
• Pension Transfer research and report preparation
• Obtaining client ID
• Chasing new business recommendations
• New Business Post-Sale
• Submission of new business to providers
• Existing Business
• Review Report Preparation
• Fund switches and checking contract notes

Schedule:

• 8 hour shift

Work remotely:

• No

COVID-19 precaution(s):

• Remote interview process

Required Knowledge, Skills, and Abilities