Company

Reed InsuranceSee more

addressAddressCheshire, England
type Form of workPermanent, full-time
salary Salary£22,000 - £25,000 per annum, inc benefits
CategoryAdministrative

Job description

Advisor Support Administrator 
  • 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

-

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

-

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

-

Apply today and we will be in touch! 

Refer code: 3086363. Reed Insurance - The previous day - 2024-03-26 23:27

Reed Insurance

Cheshire, England
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