Financial Adviser Administrator, Northampton - CleverHR

CleverHR

Verified Company

Northampton, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Adviser Administrator, Northampton

Salary £28,000p.a to £32,000p.a. depending on experience + benefits

We are delighted to be working with this well established Chartered firm of financial planners who now have an opportunity for an Administrator to join the business.

Long term career progression available within the business.

Financial Adviser Administrator Role Overview
The role will be within a small team of 4 to provide support at least one of the advisers., which could include the following tasks;

Preparing Client Portfolio reviews
Fund/Plan Performance analysis
Trades/Switches (processing through to sign off)
Sourcing/generating provider Illustrations
Income Modelling/Cashflow Planning
Gathering tax information/ Tax calculations
Pension calculations
New Business (processing through to sign off)
Drafting meeting summary communications for adviser
Drafting Suitability Letters
Provider communication (verbal & written)
Client communication (F2F,verbal & written)
Updating client database (Intelliflo)

About You

Ideally 3 years experience working for an IFA (Financial Planning) business
Working within a Financial Services business essential, e.g. banking or building society experience
One or two FS qualifications ((CII or similar)
Good with MS Excel, Word and Outlook

Benefits

Competitive Salary DoE
Death in service benefit 2 x salary
Membership of a Health Cash Plan
Initially enrolled in workplace pension then 5% employer pension contribution after 12months
Exam support
Office based but flexible working hours
Free parking
22 DAYS Initially increasing to 25 days (a day a year). After 5 years the holiday is 26 days and after 10 years it's 2 *average 7.5 hours a day which can be worked flexibly between 8am & 6pm, Monday to Friday. Standard office hours are 8.45am to 5.15 pm.

Salary:
£28,000.00-£32,000.00 per year

Benefits:

Company pension
Free parking

Schedule:

Monday to Friday

Application question(s):

Do you have 3 years experience working for an IFA (Financial Planning) business?
Have you worked within a Financial Services business, e.g. banking or building society experience (essential)
Do you have one or two FS qualifications ((CII or similar)?

Work Location:
In person

Reference ID:
BW-1914