Advice Support Administrator

Bruin Financial

Ref: 29145

We have a fantastic opportunity for an Adviser Support to join a Financial Services Organisation based in Manchester City Centre. This is an exciting opportunity to join an established company at its growth stage and really grow and develop within the role.

 

The Advice Support Administrator will be responsible for providing administration support to the Advice Team in respect of Pre-Advice and Post Advice. You will be in contact with client’s introducers and providers to ensure the smooth running of the advice process.

 

Daily duties will include;

· To establish and monitor the new cases being received.

· Check all incoming information relating to ensure its correct and complete

· Contact the client with any queries, outstanding documents, or updates

· Track receipt of required documentation and liaise with the Adviser and Administrator to ensure received in time.

· Chase the client for responses as appropriate.

· Ensure the prevailing databases and client folders are kept up to date

· To make and answer telephone calls as necessary and always have a friendly and professional manner.

· Assist in the archiving of client files

 

The successful candidate will have at least 6 months office experience ideally within financial services. You will possess excellent organisational skills, meticulous attention to detail and have remarkable verbal and written communication skills along with the ability to manage your workflow efficiently.

 

In return you will be given full training and exam support – should the individual choose to develop their career in that direction.

 

If you think you have the skills required and would like to apply, please submit your CV or contact Jessica White at Bruin Financial.

Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.

Jessica.White

  • This field is for validation purposes and should be left unchanged.

Advice Support Administrator

Ref: 29145 We have a fantastic opportunity for an Adviser Support to join a Financial Services Organisation based in Manchester...

 

View Job

Wealth Management Administrator

Ref: 29180 Due to a recent acquisition a rapidly growing boutique consultancy are looking to grow their Financial Planning team...

 

View Job

Employee Benefits Account Manager

Ref: 29170 Do you want to work for one of the UKs leading Employee Benefits consultancies?   I am currently...

 

View Job