Adviser Support Administrator
Salary
20,000-25,000
Location
Wakefield
Job Type
Flexible Working|Full Time
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Are you keen to work with one of the leading IFA’s in West Yorkshire?
My client a leading financial advice company for over 20 years are currently enjoying a sustained period of growth as such they are now looking to hire professional paraplanners to support this need. By providing holistic & professional advice they ensure they are and will remain one of the best financial advice practices in the region.
They are a progressive forward-thinking company that respects your work-life balance and as such will accommodate you with flexible working hours, be that avoiding the rush hour or taking your children to school. They want you to work autonomously as they want you to utilise your skills and personality to provide a professional and comprehensive service.
On offer;
- Group life cover
- Medical cover
- Flexible working hours
- Free parking
- Support with professional qualifications
- Highly Competitive Salary
- Process and monitoring of new business.
- Ensuring the client management system is up to date.
- Communicating and liaising with all parties incl. Advisers, Clients & any 3rd
- Managing letters of authority, surrender/encashment requests, and general client queries
- Answering the telephone & general office duties.
- Supporting with annual evaluations
- Dealing with client review documentation
- Ad hoc project work