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Job Location | Manchester |
Education | Not Mentioned |
Salary | £25,000 - £30,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Job Title: Adviser SupportIndustry: Financial ServicesLocation: ManchesterSalary: Up to £30,000Job Ref: 8408 Adviser SupportRecruit UK is working on an excellent opportunity for an Adviser Support position in Manchester to join a well-established Chartered Independent Financial Advice firm.Working closely with the Advisers to provide administration and financial planning support within their Adviser Support Team. Providing one-to-one support for selected advisers. Obtaining all pre-sale documentation including quotations, product, and fundresearch, using systems such as Adviser Asset & FE Analytics. Collating information from product providers on clients existing arrangements. Preparing valuation reports. Processing new business applications. Processing fund switches, surrenders, income, andinvestment withdrawals.What’s in it for you: Adviser Support
Keyskills :
AdministrativeFinancial Services