Job Description

This role would suit someone who is looking to join a well-structured Business that offers clear career development and on-going support. With an excellent industry reputation, the successful candidate will benefit from working as part of a friendly team, market standard employee benefits and a competitive salary.

Responsibilities

• Administration Support to the company’s Financial Advisers
• All aspects of support including New Business Submission, Inputting to Back Office and Network systems, LOA responsibility, Chasing outstanding case information, client review preparation and general office duties
• Providing direct support to a team of Financial Consultants,
• Processing of new applications for Pensions, Life Assurance and Investments with all providers from inception to completion
• Liaising with clients in relation to various queries
• Maintaining an electronic record of all new business applications in order to keep consultants up to date
• Preparing meeting documentation
• Updating the back office system.

Work remotely:

• Temporarily due to COVID-19

COVID-19 precaution(s):

• Remote interview process
• Social distancing guidelines in place
• Virtual meetings

Required Knowledge, Skills, and Abilities

The successful candidate will need to have previous experience working within a Financial Planning/IFA environment. You will have solid communication and articulation skills as well as the ability to multi-task. Our client is looking for a Self-motivated, career minded, enthusiastic and positive but meticulous individual, who is able to work as part of a team and have a flexible approach.