2 x Business Support Administrators
Northampton
£ 25000 - 30000/annum
Our client, based in Northampton require Business Support Administrators to join their team.
The ideal candidate will have experience working within Financial Services (Mortgages and Banking).
You will be responsible for providing comprehensive support to at least one of our advisers which would include the following tasks:
* Client communication (F2F, verbal & written).
* Updating client database (Intelliflo).
* Providing any other assistance the financial adviser may require in line with company procedures.
* Preparing Client Portfolio reviews.
* Fund/Plan Performance analysis.
* Trades/Switches (processing through to sign off).
* Sourcing/generating provider Illustrations.
* Income Modelling/Cashflow Planning (depending on experience).
* Gathering tax information/ Tax calculations.
* Pension calculations (depending on experience).
* New Business (processing through to sign off).
* Drafting meeting summary communications for adviser.
* Drafting Suitability Letters.
* Provider communication (verbal & written).
Benefits:
* DIS cover of 2* income and membership of a Health Cash Plan.
* Initially enrolled in workplace pension then - 5% employer pension contribution after 12months.
* 22 days holiday initially increasing to 25 days (a day a year). After 5 years the holiday is 26 days and after 10 years it’s 27.
* Discretionary staff bonus scheme for non-advisory
Working hou...