Job Description

Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary system for all cases submitted and provide regular updates on cases and their development, ensure that all files are compliant with regards to AML (Anti-money Laundering) requirements, and provide support to Directors and Advisors with regards to client valuations, key client reviews, collation / completion of all required documentation, meeting preparation, general servicing inquiries including policy and contract alterations, co-ordination of promotions and client mailers, document scanning and taking calls from both product providers and clients.

We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory firm, the candidate would need to be based in Sheffield. It would be to your advantage if you have an any knowledge or understanding of investments pensions, life assurance, permanent health insurance and personal tax, it would also be to your advantage if you have started any studies related to Financial Advice or Financial Planning.

Required Knowledge, Skills, and Abilities