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3 months ago
Prodigium
Salary: £18k - 24k per year
Location: Liverpool
Job type: Permanent
Contact: Ivan Cannon
Category: Insurance Office Jobs

Prodigium Group are working in partnership with a IFA firm based in Liverpool to hire an experienced administrator with a background in financial services.

This is a fantastic opportunity to join a successful chartered financial planning company who are experiencing a period of growth and offer a path to a fulfilling career in the industry.

Whether your background is in pensions, investments, mortgages or another area of financial services, the client would be interested in speaking to you. They are happy to spend time developing and assisting in gaining industry relevant qualifications to add value and up skill the successful candidate. 

General Duties will include -

  • Meet and greet clients
  • Fielding calls from Clients and Providers and dealing with queries
  • Diary management and appointment making
  • Opening post
  • Filing / Scanning
  • Making up first call packs for Advisers
  • Sending out Letters of Authority and tracking information, then preparing the audit sheets for the Advisers
  • Preparing Review Packs for Advisers together with monthly Client Reviews – obtaining valuations and preparing valuation reports
  • Ordering stationery for office

The ideal candidate would have:

  • Over 2 years' experience working within a Financial Planning firm
  • Good technical knowledge within Pensions, Investments and Wealth Management
  • Able to provide administrative support to Paraplanners
  • Currently or previously worked with Wealth Management administration
  • Ability to prepare client valuations/reviews

This role has excellent links to the road and rail networks so is easily accessible and offers a starting salary of between £18,000 - £24,000 with plenty of room to progress and develop.

If you feel this role is for you then apply today and one of our specialist financial services consultant will be in touch!

 

 

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