Administrator - Advisor Support Team - Financial Se

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Additional Resources Limited
Reference
ECA/D/036828
Sector
Financial Services
Salary
Negotiable
Location
Nottingham
Job Type
Permanent/Full Time
Date Posted
10th January 2018

Job Description

Administrator - Advisor Support Team - Financial Services Organisation

Nottingham
Salary negotiable depending on experience.

MUST HAVE EXPERIENCE WITHIN A FINCNACIAL SERVICES ORGANSATION.

My client a growing, young and dynamic Financial Planning Firm in Nottingham is looking for an Advisor Support Team - Administrator.

Must have at least experience in a Financial company as you will need to come in and hit the ground running. Must be a team player who is reliable, hard working with a “Can do” attitude. MUST HAVE PENSIONS EXPERIENCE.

Job Spec:

Process and monitor new and existing business cases.
Liaise with clients and providers during progress of applications and ad-hoc enquiries -producing/sending letters - via phone calls/emails.
Use back office system daily to prioritise and manage workload and monitor ongoing - new cases.
Use back office system to set fee expectations and monitor suspense account.
Use suitability report templates to write basic advice reports.
Prepare compliance packs for Advisers/Intrinsic pre-approval - checking cases before submitting for pre-approval.
Print and prepare application forms, report - illustrations for Advisers for sign-up meeting.
Use Provider Platforms to process and monitor new business.
Write up annual client reviews submitted by advisers.
Provider Commission Reconciliation and Queries Management.
Provide general ad-hoc support to advisers and paraplanners as required.
General Office - administration (Post, stationery ordering, phone calls, visitor reception, setting meetings - appointments).

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies - Employment Businesses Regulations 2003

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