A brand-new opportunity has arisen to work as part of a lively and friendly client support team, providing administrative support. This is an exciting, fast paced and varied role, which will include liaising with clients and Financial Planners
The Opportunity
* Managing the ‘Letters of Authority’ process
* Submitting new business files
* Onboarding and supporting new Financial Planners
* Producing annual review documents
* Trading on provider platforms and obtaining required information
* Booking client review meetings
Benefits:
* Income Protection
* Death in service of 4 x salary
* Private Medical Insurance
* Parking
* Monday to Friday, 37.5 hours
* Flexible working environment
* Exam Support
* Structure in place to support career progression and growth
* Hybrid working after probation (2 days office, 3 from home)
What’s needed to be considered?
* Knowledge and experience in working with provider platforms
* Attention to detail, thoroughness and accuracy
* Initiative to develop own ideas and projects to assist in the ongoing development of our client proposition
* Great communication skills, highly motivated with the will to thrive in a challenging and fast paced environment and a strong team player
What’s next?
Apply today to be considered for this Admin/ Paraplanner opportunity. If suitable, one of our specialist consultants will be in conta...