No more applications are being accepted for this job
- To provide business support to Financial Advisers, working within the agreed business objectives
- Coordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation
- Obtaining relevant information from providers
- Making outbound telephone calls and receiving inbound telephone calls
- Preparing for client meetings including quote requests, obtaining valuations and appropriate literature
- Preparing and submitting applications and supporting documents to product providers
- To maintain and update client information
- To assist the Practice Manager with operational projects were requested
- Pursue personal development of skills and knowledge necessary for the effective performance of the role
Wealth Management Administrator - Birmingham, United Kingdom - Brevere Group
Description
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Duties for this role will include: