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Financial Services Administrator
2 months ago
Blakemore Recruitment is collaborating with a prominent Wealth Management firm seeking to appoint a Financial Services Administrator. The ideal candidate will possess relevant experience tailored for this position.
Role Summary
- Provide comprehensive pre and post-sales assistance to Financial Advisers.
- Guarantee the precise and prompt handling of client documentation and requests.
- Deliver professional client support in accordance with compliance regulations.
Main Duties
- Assist two advisers in the preparation of reviews and valuations.
- Produce client reports following the review process.
- Support the processing of new investments and pension schemes.
- Facilitate mortgage application administration as necessary.
- Conduct product research to aid adviser recommendations.
- Draft suitability reports for newly provided advice.
