The role is based in Guildford, Surrey with a highly regarded IFA Practice.
Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Should you wish, support for future qualifications will be provided to enable the successful applicant to further their knowledge.
KEY RESPONSIBILITIES & ACCOUNTABILITIES
*New business processing and submission to Business quality, submitting onto external and internal systems
*Gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process
*Liaison with a variety of product providers and use of their online systems to gather valuations etc
*Working with back-office system to maintain client records, process annual reviews reports and new business processing
*Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
*General Administration and client servicing support as needed.
*Using X-plan software.
The role offers a competitive basic salary and supporting benefits with genuine opportunity to develop as an administrator.