Our client provides a broad range of independent advice across financial planning, wealth and investment management services.

As a private equity backed business, there has never been a better time to join them as they continue to grow, acquire and integrate advice business across the UK.

They are award winning, regularly in the financial press and are making impactful change to clients lives with their expert advice and guidance.

Excitingly, various newly created opportunities are now available across all their national offices for administrators to join.

The role

To provide support as required to financial advisers to enable the provision of financial or product advice to clients.

Responsibilities

• Helping Advisers to prepare for client reviews
• Ensuring all client and plan information is up to date on IO.
• Requesting plan information from the respective providers either by post, email or direct from the provider platform.
• Updating contributions and withdrawals using the transaction history from each provider.
• Validating all funds held within IO, ensuring that unit balances are recorded correctly
• Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges.
• Using the standard templates within IO, create and check the client valuation report and upload to IO.
• FE Analytics research on the funds held by the client.
• Client Valuation Report Producing comparisons between old and new centralised investment propositions.
• Frequently interact with advisers and clients
• Produce client letters as required.
• Answering phone calls
• Ensure that the level of service, as agreed with each client, is delivered in a timely manner.
• To deal efficiently with all day-to-day telephone and email enquiries from clients and providers.
• Create and maintain effective client files.
• New business processing and application submission.
• Always comply with the Compliance policies
• Engage with training and development as applicable.

Requirements

• Relevant experience supporting an Adviser.
• Previous regulatory or financial industry experience.
• Good written and oral communication skills.
• Methodical and organised.
• Computer literate.
• Accurate with good attention to detail.
• Customer focused.
• Drives forward service excellence.
• Collaborative and a team player.

A very generous salary is being offered, excellent company benefits as well as a professional and encouraging working culture are all available with this national brand.

Opportunities to progress, if desired, can all be discussed further on application/interview. Support for industry exams etc are fully funded by the business.

Home/office hybrid working is fully supported during the working week.

Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates.

Please apply for an immediate response.