Financial Advisor Administrator opportunity with a PRESTIGIOUS employer based in Harrogate.

Job Details:
• Up to £30K doe
• Full Time, Monday to Friday 9am – 5.00pm
• Hybrid – 1/2 days per week working from home
• 25 days plus bank holidays
• Private medical insurance
• Life insurance
• Income protection insurance
• 7.5% employer pension contribution
• Discretionary company performance bonus

Client Details:
Our client is a well-established and progressive services provider.

Based in modern offices, the company provides a supportive working environment, evidenced by the length of service of existing employees.

Job Description:

The main purpose of the Financial Advisor Administrator is to provide administrative support to a team of Financial Advisors, to enable the provision of financial or product advice to clients, as set out within the FCA’s rules and company procedures.

Key responsibilities include:

• Helping Advisers to prepare for client reviews.
• Ensuring all client and plan information is up to date on IO.
• Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received.
• Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans.
• Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value.
• Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required.
• Collate the costs and charges information for plans held by clients ensuring the details contain any income from commission, fund based or adviser charges.
• Produce any ‘OneNote Packs’ requested by the advisers including Client Charter, FE Analytics research on the funds held by the client, KID (Key Information Documents), Data capture form from IO.
• Client Valuation Report Producing comparisons between old and new centralised investment propositions.
• Preparing cases for submission to the AST team by producing and completing plan information checklists and chasing providers for missing plan information via phone and email.
• Frequently interact with advisers and client support to ensure that we deliver an excellent customer service to all clients.
• Produce client letters as required.
• Answering phone calls as they come in via the Main Hunt Group.
• New business processing and application submission.
• Keep up to date with new products, technical or legislative changes within the marketplace.
• Always comply with the Compliance policies.
• Engage with training and development as applicable.

Requirements of Financial Advisor Administrator:
• Experience providing administrative support to Financial Advisors is essential.
• Good written and oral communication skills.
• Methodical and organised.
• Computer literate.
• Accurate with good attention to detail.
• Customer focused.
• Drives forward service excellence.
• Collaborative and a team player.

If this sounds like the new role for you, then we want to hear from you.

APPLY NOW and don’t miss this excellent career opportunity.