Technical Adviser Support

Recruiter
Reed Insurance
Location
Preston
Salary
20000.0000
Posted
14 May 2017
Closes
13 Jun 2017
Contract Type
Permanent
Hours
Full Time
A small but long established Financial Planners in Preston are seeking a Technical Adviser Support Administrator to join their highly qualified support team. 

To be successful you will have directly supported Independent Financial Advisers previously as the role consists of the following; 

1. Produce professional suitability reports
2. Tailoring suitability letters to individual clients
3. Responsible for file preparation for meetings and existing business administration
4. Provide specific product, provider and fund research
5. Assisting administrators during busy periods and working in a team environment.
6. Other administrative duties include:
             Submit new business applications
             Produce quotations
             Deal with providers
             Deal with clients
             Chase outstanding pipeline cases
             Chase outstanding fees

Please APPLY NOW, or contact Richard on 0161 833 2033 or email richard.kunman@reedglobal.com

Reed Specialist Recruitment Limited is an employment agency and employment business