Financial Adviser Administrator, Northampton (BW-1914)
£28000 - £32000 p.a. depending on experience + benefits
Role Overview
The role will be within a small team of 4 to provide support at least one of the advisers, which could include the following tasks:
* Fund/Plan Performance analysis
* Trades/Switches (processing through to sign off)
* Gathering tax information/ Tax calculations
* Pension calculations
* New Business (processing through to sign off)
* Drafting meeting summary communications for adviser
* Drafting Suitability Letters
About You
* Ideally 3 years experience working for an IFA (Financial Planning) business
* Working within a Financial Services business essential, e.g. banking or building society experience
* One or two FS qualifications (CII or similar)
* Good with MS Excel, Word and Outlook
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