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Form of work
Salary- Job Type: Full-time
- Location: Heaton Mersey (Hybrid, 2 days in office)
- Salary: Dependent on experience
We are looking for an Advisor Support Administrator to manage our review service cycle from initiation to completion. This role is ideal for someone with at least 1 year of experience in an IFA practice or Provider, with an understanding of pension and investment products. The successful candidate will be responsible for ensuring a seamless service experience for our clients, maintaining accurate records, and supporting our advisers in client meetings
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Responsibilities:- Manage the review service cycle, triggering service cases, and communicating with clients to arrange their reviews
- Prepare review packs, including valuations, compliance documents, and ISA allowances
- Cleanse client records on the in-house system and send invites to our online client portal
- Attend client meetings, take notes, and prepare file notes on the adviser’s behalf
- Prepare and send paperwork directly to clients
- Manage the ‘change of adviser’ process, ensuring all systems and platforms are updated
- Solve any issues clients may have with the online portal
- Contribute to ad-hoc data projects as required
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Required Skills & Qualifications:- Experience in an IFA practice or similar. This role is perfect for someone looking to move into IFA administration from mortgage administration, pension administration, or similar
- Experience or understanding of pension and investment products
- Excellent interpersonal and communication skills
- Efficiency, accuracy, and attention to detail
- Self-motivated with the initiative to take on tasks
- Strong organisational skills and the ability to multitask
- Excellent telephone manner
- Experience with Intelligent Office (IO) would be desirable
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Benefits:- 26 holidays per year, plus an extra day for your birthday and additional days during the Christmas period
- Hybrid working model post-probation, with a balance of office and home working
- Flexible working hours between 8am to 6pm, with core hours from 10am to 4pm
- 37.5-hour work week
- Company Pension Scheme
- Access to Benefit Hub for discounts on products and tickets
- Group Life Scheme
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Apply today and we will be in touch!
