Financial Adviser Administrator
Financial Adviser Administrator Salary up to £28,000Location Redditch " Flexible working and holidays - Enjoy flexible 35 hour working week with a 2.30pm finish on Fridays" Competitive 26-day holiday allowance plus bank holidays and annual holiday purchase scheme. " Contributory Pension scheme " Death-in-service benefit " Bonus Scheme - All employees are offered a competitive salary in addition to a discretionary annual bonus which is pro-rata for new starters Our Client is a very well-established firm of Independent Financial Planners who provide bespoke solutions to their private and corporate clients. As a result of ongoing growth our Client now has an excellent opportunity for a Financial Adviser Administrator to join their established team based in the Redditch area. The main purpose of this role will be to support the Business support team who can then provide exceptional levels of support to the Financial Advisers and clients. The ideal candidate will be driven, be invested in their personal development, have a keen eye for detail and be a team player. This is a full- time permanent role.Key responsibilties:" Use of the clients back-office system, Intelligent Office (IO), Word, Excel, Outlook. " Ideally have experience of working with Platforms, especially Quilter, Standard Life Wrap (Abrdn) and Standard Life Elevate. " To process new and existing business and provide full administrative support to financial advisers. " To ensure that compliance procedures are adhered ..... full job details .....
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