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2 x Business Support Administrators
1 month ago
Business Support Administrators are needed to join a company in Northampton. Candidates with experience in Financial Services (Mortgages and Banking) are preferred.
Main responsibilities include:
- Client communication (F2F, verbal & written).
- Updating client database (Intelliflo).
- Providing assistance to advisers as required.
- Preparing Client Portfolio reviews.
- Fund/Plan Performance analysis.
- Trades/Switches processing.
- Sourcing/generating provider Illustrations.
- Income Modelling/Cashflow Planning.
- Gathering tax information/ Tax calculations.
- New Business processing.
- Drafting meeting summary communications for adviser.
- Drafting Suitability Letters.
- Provider communication (verbal & written).
Benefits:
- DIS cover of 2* income and Health Cash Plan.
- Employer pension contribution.
- Increasing holiday days based on tenure.
- Discretionary staff bonus scheme.
Flexible working hours between 8am & 6pm, Monday to Friday. Standard office hours are 8.45am to 5.15 pm. Study support for Diploma qualification via CII.
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