CLIENT SUPPORT - PENSIONS & INVESTMENTS Job

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CLIENT SUPPORT - PENSIONS & INVESTMENTS

Job Posted: 4 days ago

  • Salary: £ 30,000/Annum

    Job Type: Permanent

  • Location: Wilmslow, Cheshire East

Expire in: 24 days

Job Description

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 a 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. NJR15480 #FIN
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