2 x Business Support Administrators

3 weeks ago

Northampton Northamptonshire, United Kingdom Pertemps Northampton Full time

Our client, based in Northampton require Business Support Administrators to join their team. The ideal candidate will have experience working within Financial Services (Mortgages and Banking). You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks:

  • Client communication (F2F, verbal & written).
  • Updating client database (Intelliflo).
  • Providing any other assistance the financial adviser may require in line with company procedures.
  • Preparing Client Portfolio reviews.
  • Fund/Plan Performance analysis.
  • Trades/Switches (processing through to sign off).
  • Sourcing/generating provider Illustrations.
  • Income Modelling/Cashflow Planning (depending on experience).
  • Gathering tax information/ Tax calculations.
  • Pension calculations (depending on experience).
  • New Business (processing through to sign off).
  • Drafting meeting summary communications for adviser.
  • Drafting Suitability Letters.
  • Provider communication (verbal & written).
Benefits:
  • DIS cover of 2* income and membership of a Health Cash Plan.
  • Initially enrolled in workplace pension then - 5% employer pension contribution after 12months.
  • 22 days holiday initially increasing to 25 days (a day a year). After 5 years the holiday is 26 days and after 10 years it’s 27.
  • Discretionary staff bonus scheme for non-advisory
Working hours are 7.5 hours a day which can be worked flexibly between 8am & 6pm, Monday to Friday (after initial training period) Standard office hours are 8.45am to 5.15 pm. Our client supports continued study - Route to Diploma qualification would be via CII, specifically the Regulated Diploma in Financial Planning. Study text and exams are funded by the Company however study is during the employees own time

  • 2 X Business Support Administrators

    1 month ago

    Northampton, Northamptonshire, United Kingdom Pertemps Northampton Full time

    Our client, based in Northampton require Business Support Administrators to join their team. The ideal candidate will have experience working within Financial Services (Mortgages and Banking). You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks: * Client communication (F2F,...

  • 2 x Business Support Administrators

    1 month ago

    Northampton, Northamptonshire, United Kingdom Pertemps Northampton Full time

    Our client, based in Northampton require Business Support Administrators to join their team. The ideal candidate will have experience working within Financial Services (Mortgages and Banking). You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks: Client communication (F2F,...

  • 2 x Business Support Administrators

    4 weeks ago

    Northampton, Northamptonshire, United Kingdom Pertemps Northampton Full time

    Our client, based in Northampton require Business Support Administrators to join their team. The ideal candidate will have experience working within Financial Services (Mortgages and Banking). You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks: Client communication (F2F,...

  • 2 x Business Support Administrators

    1 month ago

    Northampton, United Kingdom Pertemps Northampton Full time

    Our client, based in Northampton require Business Support Administrators to join their team.The ideal candidate will have experience working within Financial Services (Mortgages and Banking).You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks: * Client communication (F2F, verbal...

  • 2 x Business Support Administrators

    3 weeks ago

    Northampton, United Kingdom Pertemps Northampton Full time

    Our client, based in Northampton require Business Support Administrators to join their team.The ideal candidate will have experience working within Financial Services (Mortgages and Banking).You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks: * Client communication (F2F, verbal...

  • 2 x Business Support Administrators

    1 month ago

    Northampton, United Kingdom Pertemps Northampton Full time

    Our client, based in Northampton require Business Support Administrators to join their team. The ideal candidate will have experience working within Financial Services (Mortgages and Banking). You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks: * Client communication (F2F,...

  • 2 x Business Support Administrators

    3 weeks ago

    Northampton, United Kingdom Pertemps Northampton Full time

    Our client, based in Northampton require Business Support Administrators to join their team. The ideal candidate will have experience working within Financial Services (Mortgages and Banking). You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks: * Client communication (F2F,...

  • 2 x Business Support Administrators

    2 weeks ago

    Northampton, United Kingdom Pertemps Northampton Full time

    Our client, based in Northampton require Business Support Administrators to join their team.The ideal candidate will have experience working within Financial Services (Mortgages and Banking).You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks: * Client communication (F2F, verbal...

  • 2 x Business Support Administrators

    1 month ago

    Northampton, United Kingdom Pertemps Northampton Full time

    Our client, based in Northampton require Business Support Administrators to join their team.The ideal candidate will have experience working within Financial Services (Mortgages and Banking).You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks: * Client communication (F2F, verbal...

  • 2 x Business Support Administrators

    1 month ago

    Northampton, United Kingdom Pertemps Northampton Full time

    Our client, based in Northampton require Business Support Administrators to join their team. The ideal candidates will have experience working within Financial Services (Mortgages and Banking). You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks: Client communication (F2F,...

  • 2 x Business Support Administrators

    3 weeks ago

    Northampton, United Kingdom Pertemps Northampton Full time

    Our client, based in Northampton require Business Support Administrators to join their team.The ideal candidate will have experience working within Financial Services (Mortgages and Banking).You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks: * Client communication (F2F, verbal...

  • 2 x Business Support Administrators

    3 weeks ago

    Northampton, United Kingdom Pertemps Northampton Full time

    Our client, based in Northampton require Business Support Administrators to join their team.The ideal candidate will have experience working within Financial Services (Mortgages and Banking).You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks: * Client communication (F2F, verbal...

  • 2 x Business Support Administrators

    3 weeks ago

    Northampton, United Kingdom Pertemps Northampton Full time

    Our client, based in Northampton require Business Support Administrators to join their team. The ideal candidates will have experience working within Financial Services (Mortgages and Banking). You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks: Client communication (F2F,...

  • 2 x Business Support Administrators

    2 weeks ago

    Northampton, United Kingdom Pertemps Northampton Full time

    Our client, based in Northampton require Business Support Administrators to join their team. The ideal candidates will have experience working within Financial Services (Mortgages and Banking). You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks: Client communication (F2F,...

  • 2 X Business Support Administrators

    3 days ago

    Northampton, Northamptonshire, United Kingdom Pertemps Northampton Full time

    Our client, based in Northampton require Business Support Administrators to join their team. The ideal candidate will have experience working within Financial Services (Mortgages and Banking).You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks: Client communication (F2F, verbal...

  • Administration

    3 weeks ago

    Northampton, United Kingdom Reed Business Support Full time

    **Office Administrator** **Location - Moulton Park** **Salary - £22,000 per Annum** **Working Hours - Monday - Friday 09:00 to 17:00** An established business based in Moulton Park, working within the wealth management sector has a position available for an Office Administrator. Within this position you will be assisting the companies Advisers,...

  • Administration

    3 days ago

    Northampton, Northamptonshire, United Kingdom Reed Business Support Full time

    Office AdministratorLocation - Moulton ParkSalary - £22,000 per AnnumWorking Hours - Monday - Friday 09:00 to 17:00An established business based in Moulton Park, working within the wealth management sector has a position available for an Office Administrator.Within this position you will be assisting the companies Advisers, Paraplanners and Client...

  • Administrator

    3 weeks ago

    Northampton, United Kingdom Reed Business Support Full time

    **Administrator** **Location: Northampton, Moulton Park** **Salary: £25,000** **Hours: Monday - Friday 8am - 5pm** This position will be great for someone who is self -motivated and who works well as part of a team. You will be supporting supplier’s and customer with their accounts queries. **As Administrator you will be responsible for**: -...

  • Administrator

    3 days ago

    Northampton, Northamptonshire, United Kingdom Reed Business Support Full time

    AdministratorLocation: Northampton, Moulton ParkSalary: £25,000Hours: Monday - Friday 8am - 5pmThis position will be great for someone who is self -motivated and who works well as part of a team. You will be supporting supplier's and customer with their accounts queries.As Administrator you will be responsible for:Responding to customer queries regarding...

  • Financial Adviser Administrator, Northampton

    4 weeks ago

    Northampton, Northamptonshire, United Kingdom Clever-HR Full time €28,000 - €32,000

    Financial Adviser Administrator, Northampton Salary £28,000p.a to £32,000p.a. depending on experience + benefits We are delighted to be working with this well established Chartered firm of financial planners who now have an opportunity for an Administrator to join the business. Long term career progression available within the business. Financial Adviser...