Job Description Job Title: Financial Advice Administrator Location: Stockport, Greater Manchester Salary: £26,000 to £31,000 plus performance bonus & company benefits package A Chartered, Independent advice firm with people at the core of their work. This opportunity provides an opportunity to work amongst one of the UK's top rated financial advice firms who boast a fun and engaging office culture where professional development is strongly supported. Due to on going growth we are currently helping with the recruitment of two new support staff for the private client financial advice team; this role will play an integral part in new and existing clients advice journey ensuring smooth correspondence with internal Paraplanning and Advice teams alongside external Platforms and Providers providing first-class administrative support. The ideal candidate will be outgoing and personable, with an ability to work independently. Our client offers flexible working around core hours, remote working and excellent holiday benefits as a dedication to their work force If you are looking to take a step in to a professional employee focused financial advice firm then this is the role for you Responsibilities include: Providing administrative support to financial advisers, paraplanners and external clients. Liaise with various product Providers and fund Platforms Prepare annual review information for existing client meetings. Process new business applications using I.O - Intelligent Office Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion. Skills/Qualifications Candidates will have previous experience working within a financial advice firm in an administrative function Working knowledge of Intelligent Office (I.O) would be advantageous but not essential Experience with a broad range of Providers and Platforms An excellent communicator, who is able to to build strong working relationships with colleagues and clients. A team player, who others can rely on. For further detail please contact Joe Cowell at Capio Recruitment INDJCWEA