Adviser Support Administrator

2 weeks ago

Norwich NR, United Kingdom Hulbert West Financial Planners Full time £24,000 - £27,000 per year

A fantastic opportunity has arisen for an Adviser Support Administrator to join our Independent Financial Planning practice based south of Norwich. The successful candidate would be a key member of our team, who work together to provide financial advice to predominantly high net worth clients.

The role offers the chance for real career progression in a supportive, friendly working environment.

Your duties will include:

  • Providing an efficient administration service for Financial Advisers; assisting the Advisers in the processing of new business and the servicing of existing clients
  • Populating and maintaining client records within our database
  • Producing all the relevant paperwork for the client, on behalf of the Adviser, including client review packs, illustrations and valuations
  • Processing all new business documentation in accordance with the agreed service and quality standards
  • Dealing with queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner
  • Delivering excellent client service in accordance with Financial Conduct Authority guidelines, internal policy and procedure and company service standards

The successful candidate will be an experienced administrator who will have:

  • Ideally, at least three years' experience of working in the financial services industry
  • Ideally, experience of working in an IFA Practice
  • A good understanding of pension, investment and protection products
  • A good working knowledge of Excel, Word and Outlook
  • Knowledge of Intelliflo Intelligent Office, Elevate and Aviva Platforms preferrable
  • Excellent verbal and written communication skills
  • An excellent telephone manner
  • The ability to complete in depth work to a high standard, with a focus on attention to detail, under their own initiative.
  • The ability to be highly organised, proactive and enthusiastic, with a friendly, outgoing personality and the aptitude to learn new skills quickly.
  • The ability to be a good team player and work well within a team environment.

The role attracts a salary of £24,000 - £27,000, dependent upon experience, with 25 days holiday per annum (excluding bank holidays), non-contributory pension, private medical insurance and free parking.

Job Types: Full-time, Permanent

Pay: £24,000.00-£27,000.00 per year

Benefits:

  • Company pension
  • On-site parking
  • Private medical insurance

Work Location: In person

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