Company

Brevere GroupSee more

addressAddressStaffordshire, England
type Form of workPermanent, full-time
salary Salary£28,000 - £32,000 per annum
CategoryAdministrative

Job description

Are you a Financial Planning Administrator, looking for a new role in a close-knit team supporting the MD and paraplanners?

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 Advisers and paraplanning team.

Duties for this role will include:

  • To provide business support to Financial Advisers, working within the agreed business objectives
  • Administrative support to encompass the processing of new business and client valuations
  • To maintain and update client information.
  • Letter of authority issue and chasing
  • Chasing financial information from clients
  • Provide outstanding customer service to meet expectations of clients, and colleagues.
  • Timely and accurate processing of all client documents and returned queries to ensure that client’s needs are met.

The candidate:

  • Good working knowledge of Microsoft Office & Outlook
  • Relevant experience within Financial Services
  • Experience with Transact platform would be an advantage

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

Hybrid working can be offered with this role, in the office 2 or 3 days per week.

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Refer code: 3450213. Brevere Group - The previous day - 2024-06-25 10:45

Brevere Group

Staffordshire, England

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