Job Information

Adviser Support Administrator Vacancy – Manchester City Centre - £20,000 to £22,000 – Support towards industry relevant qualifications and clear lines of progression

 

An Independent Financial Advisers in Manchester City Centre are looking for an Adviser Support Administrator to provide full administration support and assist both the Paraplanning and Advice teams.  
 

When successful you will be expected to;

• ·        To process new applications for business both in online and paper format
• ·        Carry out all compliance administration associated with new business, this includes ensuring forms are completed and chasing information where necessary
• ·        Set up files for new clients and record information
• ·        Set up new clients on database and send out policy documents as and when required
• ·        Process incoming and outgoing post daily; scan, logging and distributing to the relevant individual
• ·        Handle any client correspondence and daily tasks regarding ongoing cases and queries from Financial Advisers
• ·        Produce Illustrations
• ·        Compile Letters of Authority, sending out to Insurers and collating policy information

 

To be successful you will need;

• ·        Experience working within a Wealth Management company or in a Financial Adviser support role previously

 

If you would like to know more please contact Richard on 07852419897 or email Richard.kunman@cameron-james.co.uk

 

Or apply now.