Experienced IFA/Financial Advisor Support - Guildford - Salary to GBP35k

Recruiter
Financial Divisions
Location
Guildford
Salary
30000.00 - 35000.00 GBP Annual
Posted
18 Jan 2022
Closes
31 Jan 2022
Contract Type
Permanent
Hours
Full Time

Overview

My client, an independent wealth management firm based outside Guildford, is looking to offer this opportunity to an experienced Advisor Support Administrator who is looking to join a team where ideas are welcomed, and a team atmosphere is encouraged. The firm focusses on providing advice to UHNW clients therefore offering you exposure to complex cases across pensions, investments, protection, estate planning, and inheritance tax.

The role

Working alongside a team of experienced Paraplanners and supportive Advisors, your role will be varied and will offer you the opportunity to work on a hybrid working basis covering all day-to-day administration including-

  • Processing new Business
  • Acting as first point of contact for Clients
  • Producing meeting packs,
  • Typing follow up notes for review meetings
  • Preparing letters of valuations,
  • Processing Letters of Authority
  • Writing suitability letters,
  • illustrations
  • Liaising with 3rd party providers

About you

To be considered for this role you must be experienced in the use of Intelligent Office, be confident in your abilities and demonstrate a proactive and positive approach to your work. This role will suit a progressive individual with evidence of study to date and will provide financial support towards this.

To summarise

In return for your hard work, you will be provided with study, a full mentoring program to achieve your personal goals, a friendly working environment, the opportunity to work from home and a comprehensive salary package. This is an immediate requirement with interviews running next week.