CLIENT SUPPORT - PENSIONS and INVESTMENTS

CLIENT SUPPORT - PENSIONS and INVESTMENTS WILMSLOWUP TO 30,000Our Client is an established and well known firm of Independent Financial Advisers based in a beautiful location of South Cheshire. Led by professionally qualified team, they provide comprehensive Corporate and Personal Financial Planning that includes; Employee Benefits, Investments, Retirement Planning and Tax advice. Due to internal promotion, an experienced Administrator is now required to support an highly technical Partner in the business. This will be a very busy and demanding role, and daily duties will consist of;To provide a first class administration service, together with a dedicated Paraplanner, to a group of ConsultantsEnsure that new business is processed in a timely fashionIssuing client Letters of Authority to providers, collating information and the use of the Client Management systemOrganising quotes, online or via telephone, then putting full package together for adviser - ensuring correct proposal and KFDProcessing on basic products such as Bonds, Personal Pensions and Group Schemes, using Client ManagementValuing client portfolios - obtaining data from providersChecking policy documentsIssuing policy documentation to client using professional lettersScanning documents and filing these electronically on the Client Management systemDistribution of incoming postCandidates applying must have a strong and proven background working for a firm of Financial Planners. You will be conversant with whole ..... full job details .....