Advice Support Administrator

Advice Support Administrator - Manchester- £26,000 to £28,000

This is an excellent opportunity if you are a Financial Planning Administrator, or Pensions Administrator (DB/DC/SIPP/SSAS), to join a Financial Advisers, work within their support team, work towards passing industry relevant qualifications and progressing within your career.

Responsibilities

• Process new applications for business both in online and paper format.
• Carry out all compliance administration associated with new business, this includes ensuring forms are completed and chasing information.
• Set up files for new clients, verify ID’s and record accurately.
• Request, collate and record information from third parties.
• To update the New Business Register and Intelligent Office.
• Set up new clients on database and send out policy documents.
• Deal with incoming and outgoing post daily; scan, logging and distributing to the relevant individual.
• Handle any client correspondence and daily tasks regarding ongoing cases and queries from Financial Advisers ensuring they are kept up to date on their cases.
• Produce Illustrations along with any supporting documents required.
• Compile Letters of Authority, sending out to Insurers.
• Collate policy information and ensure accurate records are maintained.

Details and package

• Starting salary of £26,000-£28,000
• 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