You will be part of a team providing support to many Financial Advisers and will be dealing with all financial products such as pensions and investments.
Responsibilities:
* Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems.
* Analysis: comparing products and providers with Financial Express Analytics and Selectapension.
* Quotes and paperwork: preparation for various products, i.e., pensions, ISAs, bonds.
* Suitability letters: preparing suitability letters for new business covering pensions, bonds, ISA, annuities, protection, and investment actions.
* New business processing: setting up products/investments with various providers, both paper-based and electronically, following up through to completion.
You must have previous experience as a Financial Services Administrator to be successful in your application.
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