Full job description

Financial Services Administrator to a Director and Advisor of a bath based Independent Financial Advisors.

• Provide efficient administrative support to an Adviser
• Act as a first point of contact for client and provider queries
• Prepare suitability reports and client correspondence in line with company guidelines
• Organise new business and review packs for adviser meetings
• Process new business paperwork in a timely manner
• Obtain valuations, research and quotes on financial products such as protection, pensions and investments
• Process fund switches, payment requests and letter of authorities, chasing for updates or information back, if required
• Manage client data, ensuring the back office system (xplan) is up to date
• Keep on top of diary management to support the Advisers daily / weekly workflows

Job Type: Full-time

Pay: £28,000.00-£35,000.00 per year

Additional pay:

• Loyalty bonus

Benefits:

• Additional leave
• Bereavement leave
• Casual dress
• Company pension
• Cycle to work scheme
• Financial planning services
• Life insurance
• On-site parking