Job Information

Adviser Support Administrator Vacancy – Wirral - £22,000 plus benefits including free on-site parking.

Working in partnership with a reputable Independent Financial Planners on the Wirral I am currently recruiting for an Adviser Support Administrator.

Working within a team of experienced Administrators and Paraplanners you will provide full administrative support to the companies Independent Financial Advisers by completing all business processing and client servicing tasks.  

Tasks will include but will not be limited to;

• ·        Processing Business
• ·        Valuations
• ·        Quotations
• ·        ISA and Pension Transfers/Switches
• ·        Issuing Letters of Authority
• ·        Preparing and Maintaining Client Files
• ·        Diary Management
• ·        Liaising with clients and providers

The benefits

• ·        Competitive starting salary 
• ·        Full training and development
• ·        Support towards DipPFS qualifications
• ·        Sick pay, Auto-enrolment etc
• ·        FREE ON SITE PARKING

 

The successful Client Services Administrator must have either provided similar support within a Financial Planning company, or will have administration experience within a relevant Product Provider environment.

For further information please contact Richard on 07852419897, email richard.kunman@cameron-james.co.uk, or APPLY NOW!