Our Client is an established, and well regarded firm of credible Financial Planners based in the Cardiff area. They are now looking to recruit an ambitious, professional Administrator, to join their professional Support team of six.
Working alongside 4 Pensions & Investment Administrators, and two Mortgage Administrators, the successful Candidate will be responsible for providing direct support to an Adviser specialising in advising within the Pensions & Investments market.
Candidates applying for the role will be exceptionally professional, and should come with a solid background providing dedicated support to a Financial Planner. You will have knowledge of Pensions & Investments, along with the ability to liaise with HNW Clients.
Duties will consist of;
Providing administration support in relation to transfer of servicing
Dealing with the issue of signed letters of authority to providers
Obtaining relevant policy information
Processing new business applications
Creating Client Valuations & Illustrations
Using Provider Platforms, and liaising with Providers
Our Client is looking to recruit someone who is happy to work as a \'Career Administrator\'. Training and development is on offer, and our Client will fully encourage and support those who are keen to progress with CII examinations. First class communication skills, along with a strong work ethic, and the passion of providing first class client service is required.