- Processing new business: investments, pensions
- Provide comprehensive administrative support to the financial advisors
- Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures.
- Prepare and review necessary paperwork, including investment applications, client agreements, transfer forms, annual review packs
- Facilitate client transactions, such as trade execution, account transfers, withdrawals, and contributions, ensuring accuracy and timely processing.
- Hybrid and flexible work
- 25 days holiday + bank holidays
- 10% Employer contribution pension
- Life Assurance
- Apply today to be considered for this Financial Planning Administrator opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
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IFA Admin - Warwick, Warwickshire, United Kingdom - Heat Recruitment Ltd
Description
Duration:
Full time, Permanent, Flexible, Hybrid,
Benefits: 10% employer pension contribution, 25 days annual leave + bank holidays
We are working with a well renowned national financial planning firm who are looking for a new Financial Planning Administrator to join their busy Birmingham office and assist in providing a highly personalised financial planning and investment management service.
The role can offer a competitive salary, flexible and home working as well as opportunity to take exams and continue in your career development.
Financial Planning Administrator Key ResponsibilitiesSynonyms:
Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, IFA Admin, Financial Services Administrator, Financial Administrator, Wealth Administrator, Financial Planning Administrator