Adviser Support Administrator
Stockport
£23,500-£24,000 DOE
Our Client has one of the largest and most respected teams of Independent Financial Advisers in the Northwest and Nationwide. They are a service-oriented organisation where the client is at the centre of everything they do. With clients ranging from individuals to blue chip corporates, they ensure that the advice and service they deliver is right all the time. They currently have an open position for an Advisor Support Administrator to join their team.
What’s in it for you?
* 26 holidays per year, using 3 days in between Christmas & new Year. Plus, an extra day for your birthday
* Hybrid working, upon completion of your probation period. Set days in the office will then be agreed with your manager, this will be 50% working in the office 50% at home.
* Flexible working between the hours of 8am to 6pm, as long as 7 hours are worked each day in between core hours of 10am – 4pm.
* 34.5 hours per week
* Company Pension Scheme
* Access to Benefit Hub which includes discounts to products, tickets etc
* Group Life Scheme
Key Responsibilties:
* Managing the review service cycle from start to finish
* Triggering service cases on the in-house system
* Communicating with clients to arrange their annual/6 monthly review
* Preparing a review pack before the meeting is due to take place, including:
Preparing a valuation
Checking comp...