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Form of work
Salary- Job Type: Full-time
- Location: Heaton Mersey (Hybrid, 2 days in office)
- Salary: £22,308 moving up to £24,000 upon completion of probation
We are looking for an Advisor Support Administrator to manage our review service cycle from initiation to completion. This role is ideal for someone who is looking to start their career in Financial Services, no prior experience necessary! 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:- 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!
