Financial Administrator
- Recruiter
- Lifetime Financial Solutions
- Location
- Norwich
- Salary
- 18000.00 - 23000.00 GBP Annual
- Posted
- 20 Sep 2021
- Closes
- 25 Sep 2021
- Job Title
- Administrator
- Industry Sector
- Banking / Finance
- Contract Type
- Permanent
- Hours
- Full Time
We are a vibrant Independent Financial Adviser practice seeking to recruit an experienced Administrator to join our team. You will need to be able to provide high quality technical administration and analytical support to our advisers.
Main Duties:
The role is essentially to provide administrative support to one or more financial advisers, which includes, but is not limited to, the following:
Arranging and preparing for client meetings for our advisers including; new clients, new business, annual reviews
- Taking client and provider calls
- Obtaining illustrations, valuations and appropriate product literature
- Draft suitability reports for the adviser's approval
- Preparing and submitting applications and supporting documents to product providers and inputting new business proposals
- Undertaking fund switches and rebalances
- Dealing with day-to-day client and provider enquiries
- Maintaining client files in line with compliance procedures
Requirements:
Understand a range of advice areas provided by the company e.g. investments, pensions, insurance. Experience in mortgages and equity release would also be beneficial.
- Honesty and integrity
- Good attention to detail
- Previous experience in an adviser support role within an IFA firm
- Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
- The ability to work accurately and in accordance with procedures having excellent time management, the ability to meet deadlines and the initiative to manage your own workload
- Experience of using provider platforms and product provider sites
- Experience using Intelligent Office would be advantageous but not essential
Compensation
- GBP18,000-GBP23,000 depending on experience and qualifications
- Annual discretionary bonus (paid for the last 10 years)
- Free parking
- Support for taking relevant exams
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