Financial Services Administrator
18 hours ago
A new opportunity has been created for an individual with an interest in financial advice to join a dynamic Wealth Management Firm at their head office in a business park.
This role involves supporting the diary management and pre and post-sale processes of advisers, with a defined career path from Administrator to financial adviser status, including fully funded DipFS.
Key Responsibilities- Initial client engagement and diary management for the advisory team.
- Issuing letters of authority and obtaining policy information to aid the advice process.
- Ensuring client investment changes are processed in line with advice standards.
- Maintaining client communication post-advice completion.
- Ensuring client annual reviews packs are distributed within required timeframes.
- Ensuring back-office systems are up to date.
The successful applicant must be a strong and confident communicator with an interest in the financial advice sector.
The individual should have an appreciation, and preferably experience, of offering high-quality service to consumers and be prepared to commit to a comprehensive schedule of CPD to further support this.
Whilst the company will support the successful applicant through to Chartered status both practically and financially, the individual will need to be prepared to study outside of working hours and apply themselves to our proven progression plan.
QualificationsPreferably degree qualified (or equivalent) preferably in a related subject and/or experience in a similar role.
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