Advisor Support

Quick Questions:
Do you have Advisor Support experience? Are you skilled in Inteliflo or similar back-office systems? Are you looking for a role local to Durham? Benefits : 28 days per year (4 days during Christmas office closure) plus bank holidays. Pension scheme Death in Service Exam support Free Parking About the Company :
Our clients are purely client focused. Their mission is to provide the highest level of service to both new and existing clients. Key Duties :
Ensure completed applications are correct and ready for submission as new business. Manage follow-on work including investing money, payment of pension benefits, and moving clients into drawdown. Issue letters of authority and manage responses. Obtain illustrations for new business across a range of products and providers. Liaise regularly with advisers on ongoing cases. Collate client information and prepare suitability reports.

Manage cases to completion, using internal processing systems, with high attention to detail and accuracy. Skills Required :
Essential :
Minimum 2 years experience in a financial advice firm handling both new business and existing clients Good understanding of financial products, particularly pensions Desirable :
Proficiency with IT systems, especially Microsoft Office

Experience with Intelliflo (advantageous but not essential) Apply Today For This Advisor Support Role :
Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested.

Note:

Due to high application volume, individual feedback cannot be provided. If you havent heard from us within 7 days, please assume your application was unsuccessful.