Senior Sales Support Administrator

Recruiter
Blakemore Recruitment
Location
London
Salary
35000.0000
Posted
05 May 2017
Closes
04 Jun 2017
Contract Type
Permanent
Hours
Full Time

This leading wealth management business is looking for recruit a top quality Administrator for there office based in the City. You will be:

Preparing first meeting packs - as and when required


Inputting fact find details into Avelo (1st Software)

Set up clients on 1st

Input case onto 1st

Input initial fee (commission) onto 1st

Input expectation of future income onto 1st

Obtain illustrations (Exchange or other methods)

Obtain KFds or KIIds

Input ATR Questionnaire into Distribution Technology’s Dynamic Planner (DTDP)

Print ATR Report outcome via DTDP

Input Lifetime cash forecasting information into DTDP (where relevant)

Prepare suitability letters for Adviser sign off

Obtain & copy Anti Money Laundering documents

Complete verification form for Adviser signature

Pass prepared case to Compliance

On-Line Processing (where relevant)

Weekly planning / strategy meeting with Adviser

Ideal candidates will be currently working in a similar environment and have an excellent understanding of the market and its product range.