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Advisory Support Administrator

3 months ago

Newcastle under Lyme, Staffordshire, United Kingdom Courtiers Full time
We are looking for a qualified individual to join the Advisory Support team, based at the Newcastle-under-Lyme Office.

Main Purpose of the Role:

  • To provide backoffice administration, as part of a team, supporting the Technical Support teams, and Advisers

Additional Responsibilities:

  • Dealing with Novation and Direct Client administration cases
  • Generate and Updating Fact Finds on the client database
  • Creating and distribution of meeting packs to all Advisers and Appointed Representatives (ARs)
  • Liaising with Advisers and Paraplanning Team in order to facilitate good services and delivery at all times
  • Management and processing of Private Client tax returns ensuring they are filed before the deadline
  • Implementation of thirdparty Letter of Authority's whilst communicating with the Paraplanning team to ensure Client Reports meet the expected SLA
  • Assist with production and distribution of biannual statement for clients
  • Calling Third party providers and calls to support Clients
  • Assist with the data requirements for financial reporting as required
  • Complete CGT Statements
  • Create, print, and assemble client meeting packs
  • Assist and support Clients with their Online Account issues
  • Processing New Buisness