Financial Advice Administrator
other jobs Resource Matters
Added before 7 Days
- England,East Midlands,Leicestershire
- Full Time, Permanent
- £28,000 - £33,000 per annum
Job Description:
Our client
A Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to work
The Role will include
Financial Adviser Administrator to be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities).
Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner.
Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by our Suitability Team.
Prepare and submit new business applications, where necessary, on a variety of platforms (Pershing, Quilter and Aviva), in readiness for investments to be placed.
Liaise with existing investment providers and the receiving platform to process transfers over to our investment services, as per recommendations provided by our Suitability Team.
To maintain accurate records, processing changes: using software (Intelliflo, Virtual Cabinet, Adobe, Excel) and our platform providers (Pershing, Quilter and Aviva).
Prepare Valuations and Annual Review Packs for client meetings, including performance analysis of underlying investments, together with recommendations for change advised by the Investment Manager, where appropriate.
The Candidate Essentials
Educated to A level standard (or equivalent) as a minimum
Experience in a financial services/ financial advice administration role
Knowledge of investments and associated products
Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods – phone, letter, e-mail, etc
The Rewards
4 x salary life assurance
Pension; 5% employer contribution, increasing incrementally in recognition of continuous service.
24 days’ holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays
Health Cash Plan Scheme
Free parking
Hybrid working scheme - Following completion of initial training and induction
A Leicester based wealth management firm having achieved significant growth and now look after in excess of £1bn of client assets. They encourage staff progression and have won awards for an excellent place to work
The Role will include
Financial Adviser Administrator to be the in-house contact for the client, providing a quality administration service in respect of a portfolio of investment clients (which would include individuals, Self-Invested Pension Schemes (SIPP and SSAS), Companies, Trusts, and Charities).
Maintaining records that meet the requirements of the firm and the regulator. Also providing a technical and administrative support to the Investment Manager and Financial Planner.
Prepare Client Agreements and Application / Transfer forms in line with the recommendations provided by our Suitability Team.
Prepare and submit new business applications, where necessary, on a variety of platforms (Pershing, Quilter and Aviva), in readiness for investments to be placed.
Liaise with existing investment providers and the receiving platform to process transfers over to our investment services, as per recommendations provided by our Suitability Team.
To maintain accurate records, processing changes: using software (Intelliflo, Virtual Cabinet, Adobe, Excel) and our platform providers (Pershing, Quilter and Aviva).
Prepare Valuations and Annual Review Packs for client meetings, including performance analysis of underlying investments, together with recommendations for change advised by the Investment Manager, where appropriate.
The Candidate Essentials
Educated to A level standard (or equivalent) as a minimum
Experience in a financial services/ financial advice administration role
Knowledge of investments and associated products
Ability to communicate effectively with clients, providers, accountants and other professional connections via various methods – phone, letter, e-mail, etc
The Rewards
4 x salary life assurance
Pension; 5% employer contribution, increasing incrementally in recognition of continuous service.
24 days’ holiday, increasing incrementally in recognition of continuous service, in addition to bank holidays
Health Cash Plan Scheme
Free parking
Hybrid working scheme - Following completion of initial training and induction
Job number 3436223
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Company Details:
Resource Matters
Company size: 10–19 employees
Industry: Recruitment Consultancy
A Financial Services recruitment business Resource Matters Ltd is a business formed by experienced Recruiters, HR and Senior Financial Services profes...