Client Support-Pensions & Investments
About Us
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 an 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.
REF: 15258