Fantastic opportunity to building a career in Wealth Management with the support of a close-knit team in well established financial planning firm.
This is an exceptional opportunity to join a reputable firm who believe in putting the client experience and outstanding service at the forefront of our proposition, they are looking for a techsavvy and hard-working administrator, who wants to learn and develop in a financial services environment.
Duties for this role after training:
- Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information.
- Obtain illustrations, key features documentation, fund factsheets, KIIIDs and application forms from Platforms/Providers as required.
- Review meeting preparation - produce valuations and ensure correct documentation is gathered (risk profiling, factfind, client agreements etc).
- Completion of product application forms, Trust documentation and new business submission (platforms).
- Monitoring and oversight of new business applications and fees
You will have:
- You are able to demonstrate exceptional administrative and organisational skills with the ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work.
- You are a self-starter, able to work with little supervision, and with good time management and planning skills
- You should be IT proficient in using all aspects of Microsoft 365, specifically Microsoft Word, Excel and Outlook.
- You must be articulate, have excellent communication and comprehensive literacy skills.
This is an excellent role within a forward-thinking firm working in a busy team, 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. Previous employees in this role have gone on to an Adviser position if that is a route you are interested in.
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