Financial Advisor Support Administrator
|Job Title:||Financial Advisor Support Administrator|
|Salary:||£22000 - £27000 per annum, Benefits: Free Parking, Pension, Holidays|
|Contact Name:||Helen Spriggs|
|Job Published:||January 04, 2018 09:58|
Benefits: FREE PARKING, Life and Critical cover, flexi - time, Exam support to chartered status 3% pension
BWD are pleased to be working in partnership with a Huddersfield based firm who are currently looking to expand upon their existing Administration team.
Are you an experienced Administrator in providing IFA / Advisor support and looking for something with a little bit more to offer?
Are you looking to branch out into Paraplanning but just not getting the exposure you want?
Then this is the ideal opportunity for you.
The role essentially is to provide administrative support to Financial Advisors on a nationwide basis.
Conducting fact finds on behalf of the Advisors
Gaining information from providers
Deal with valuations
Tidy up and check suitability reports from a pre defined template, which is a great way to get you onto the route of becoming a Paraplanner.
Looking at application forms and illustrations and checking them from a Compliance perspective
Dealing with New business quotations on behalf of the Financial Advisors.
In order to apply you will need to have experience in providing Administrative support to Financial Advisors.
Have a proven ability to form key relationships with the advisors.
Want to learn and progress and understand suitability reports.
Understand and present information well to support the advisors.
In return you will have the opportunity to work in a lively and fun environment, within a company who are growing with opportunities for the future, and who do like to promote from within.
You could become a fully fledged Paraplanner, if that’s what you want.
Or alternatively you could look at the Managerial / Supervisory route.
Full support is given to study Financial Services examinations up to Chartered status.
There is an excellent salary on offer dependent upon experience, as well as a whole host of benefits including:
3 x Death in Service
Critical Illness and Life Cover
Full Examination support
To find out more with regards to this excellent opportunity, please contact Helen Spriggs on 0113 4260775 or email me at firstname.lastname@example.org
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