We Are Looking For A Positive, Driven, And Motivated Individual To Join Our Growing Team As A Financial Adviser Administrator
If you’re passionate about Financial Advice, Client Service and Self-Development, then this is the role for you! Apply below!
Click below to apply:
Full Job Description and Requirements:
Experienced Financial Adviser Administrator
Midlands Investment Agency – Independent Financial Adviser
Wolverhampton WV6 – OTE £32,000 to £36,000 a year – Full-time – Part-time, Permanent, dependant on experience and qualifications.
Founded in 1975 our company are experts in providing financial advice to business owners and wealthy families.
We currently provide financial planning advice to our clients who collectively have approximately £85 million of invested assets with us.
Our office is located in Tettenhall Wolverhampton, and our client service is delivered from this office.
The Average Day
Working from our modern fun offices in the picturesque area of Tettenhall Wolverhampton, alongside our other dedicated team members. The key role here is to help on board new clients, and assist the adviser with providing ongoing advice. FULL TRAINING WIL BE GIVEN
Core Roles
Your key tasks and responsibilities include the following:
- Adding new client data onto our back-office system
- Using Intelligent Office to manage your workflow
- Liaising with clients and providers
- Sending Letters of Authority, Transfers of Authority and following up with the providers
- Gathering information from providers
- Investment reviews and Attitude to Risk reviews
There will also be other tasks, as and when required to fulfil.
Other Considerations
Working closely with the Paraplanner and the team to help and assist them in the delivery of financial advice to clients.
Qualifications Required
Financial Advice qualifications are not essential – Experience is of more value and importance.
Softer Skills
You need to have a high level of both written and oral communication skills to be able to clearly demonstrate your understanding to colleagues and to be able to understand the workings of our financial advice systems (once learnt).
Career Progression
We are a financial advice company that has personal development at the heart of what we do, and we will encourage and support you in developing your skills in financial advice as you wish.
Key Benefits
- Fun and engaging working environment
- Free lunches when at the office
- 25 days annual leave (plus bank holidays)
Training Options
We will support you in your professional career development, so this is a great opportunity to learn from the best and develop your career in financial advice.
Job Types: Full-time, Part-time Permanent
OTE: £32,000 – £36,000 per year (dependent on experience and qualifications)
Office Based Role in Wolverhampton
Schedule: Monday to Friday
Thanks for your interest in the Financial Advice Administrator position here at the Midlands Investment Agency
Please fill in your Initial Application so we can continue to the next stage of your application.
