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Brevere Group
,
Brundall, Norfolk
Financial Services Administrator - Part Time
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Job Type: Full-time |
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Salary: £23,000 per annum |
Overview
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to Financial Advisers as part of their administration and paraplanning function. You will act as the initial point of contact for client queries as well as liaising with product providers managing and developing the administration and review process to ensure a first class service is provided to external parties, your work will cover Investment, Pension and Protection planning. The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice and have exposure to report writing. Duties for this role will include: Excellent opportunity for an experienced Administrator from a financial planning environment to join a well establish IFA supporting a senior Financial Planner and Paraplanner Provide all aspects of technical administrative support within the Financial Services team and working closely with the Consultants. Providing an efficient new business processing service for sales consultants, completing trades/fund switches and liaising with product providers and ensuring that new business is set up correctly Providing administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetings Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs Ensuring that all client information is stored on the relevant system and it is updated accurately and timely checking that all compliance requirements are met Issuing original policy documents to clients where appropriate and checking that copy documents / contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career. This role would suit someone looking for part time hours, 4 or 5 short days per week. By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.