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Adviser Support
Heat Recruitment Ltd
| Reference: | BH-2933 |
| Location: | South East (excl London) |
| Description: | Adviser Support Salary: GBP18,000 - GBP22,000 Location: Milton Keynes The role is suitable for an experienced Adviser Support Administrator with significant experience in the Financial Services industry while preferably holding or studying for appropriate qualifications for example CF1-3; FA1-3 or equivalent. You will provide pre and post sales support to the Financial Advisers whilst ensuring that all new business documentation is accurate and processed and completed accurately within required time scales as defined by the firm Responsibilities: Obtain information and quotations required by Financial Advisers to enable them to research the Clients needs prior to recommendations, as and when required Process new business from submission to completion Inputting and maintaining information on the firms IT systems including the 1st software and data base Dealing with client queries (non-advice issues) Liaising with Financial Advisers and colleagues working with them closely to understand clients, work loads etcetera Preparing valuations and reports Preparing renewal information Attend training courses as required by the Company To deal with any incoming telephone calls relating to above duties Take messages for other Team members Keep Financial Advisers up to date with relevant information relating to above duties and client issues Skills: Experience of Microsoft Word & Excel Good Administration skills Experience of working within a team Working knowledge of Financial Services terminology and products Must be able to prioritize work to ensure jobs are carried out as quickly and efficiently as possible Must have good communication skills internally with colleagues and superiors and externally with clients, insurance companies etcetera Will need to keep abreast of changes within the firms processes in line with industry changes, this includes a willingness to accept ongoing training and development including maintaining competence |
| Salary: | £18,000 to £22,000 per |
| Industry: | Accountancy Practice |
| Specialisation: | Other |
| Duration: | Permanent |
| Start date: | 26 01 2010 |
Find out more about Heat Recruitment Ltd, and any other vacancies here.
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