Advice Support Administrator

Salary: £26,400 – £28,800 per year

The opportunity for a Financial Planning Administrator to join a leading Financial Services Practice which provides a highly personalised pension service.

Key Responsibilities

• To process new applications for business both in online and paper format
• To carry out all compliance administration associated with new business, this includes ensuring forms are completed and chasing information where necessary.
• To set up files for new clients and record information on database ensuring compliant files are maintained and Identity is verified. 
• To compile Letters of Authority, sending out to Insurers and collating policy information when received in, then inputting policy information on to Intelligent Office.

What’s on offer?

• Pension contribution matched to 5%.
• 4x annual salary for death in service.
• 23 days annual leave
• Annual leave purchase scheme
• Birthday off with pay
• Discretionary annual bonus

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: IFA Administrator, Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, SASS Administrator, IFA Admin