Financial Advisor Administrator

Ritz Recruitment
£20000 - £22500/annum dependant on experience
08 Jul 2017
07 Aug 2017
Contract Type
Full Time
Financial Advisor Administrator
Manchester City Centre
Salary: £20,000 - £22,500, dependant on experience
Hours: 9am – 5pm Monday to Friday

Our client is seeking an experienced Financial Advisor Administrator to join their team. The ideal candidate should be able to effectively communicate, have strong Microsoft Excel skills and the ability to multi task and work within deadlines. It is not essential, however Certificates in Financial Planning would be preferred.

Key Responsibilities:
Providing comprehensive support to financial advisers
Administering Investments, Pensions and Protection for individual clients – preferably need Cofunds and Fidelity (Funds Network) and Aviva Wrap experience
Submitting new business and servicing - protection, investments, top-ups, pension transfers and drawdown
Processing a large number of new business cases each week
Obtaining illustrations and application packs
Producing up to date valuation reports for clients
Good understanding of remuneration structure: fees and commissions
Liaising with clients and dealing with their queries and concerns
Maintaining client records on client software system Enable and paper files
Using Enable software to administer all work
Understanding of any financial services software systems preferred with Enable
Dealing with the incoming and outgoing post
Liaising with colleagues, clients and product providers
Composing letters
Experience using Microsoft Office
Strong Microsoft Excel skills
Good IT skills
Excellent attention to detail

Role Benefits:
Contributory Group Personal Pension
Private Medical Insurance
Permanent Health Insurance
Life Assurance
Discretionary Bonus Scheme
23 Days per annum holidays (rising to 25)
Training fully supported

In the first instance please apply by forwarding your CV, however, preference will be given to those who then follow up with a phone call.

Please contact Rebecca at our Manchester office

Ritz recruitment – Employment Agency