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- Tasks: Support advisors by managing applications and client information with precision.
- Company: Client-focused firm dedicated to delivering top-notch service.
- Benefits: 28 days holiday, pension scheme, exam support, and free parking.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: 2+ years in financial advice, strong understanding of financial products.
- Other info: Exciting opportunities for career growth in a supportive environment.
The predicted salary is between 30000 - 42000 £ per year.
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 haven't heard from us within 7 days, please assume your application was unsuccessful.
Locations
Advisor Support in Durham, North East employer: TEMPLEGATE RECRUITMENT LIMITED
Contact Detail:
TEMPLEGATE RECRUITMENT LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advisor Support in Durham, North East
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advice sector, especially those who might know about roles in Durham. A friendly chat can sometimes lead to opportunities that aren't even advertised!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial products and back-office systems like Intelliflo. We want you to shine when discussing your experience and how it aligns with the role!
✨Tip Number 3
Showcase your attention to detail! During interviews, share specific examples of how you've managed cases to completion with accuracy. This will demonstrate your fit for the Advisor Support role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we might have other suitable roles that could be a perfect match for you!
We think you need these skills to ace Advisor Support in Durham, North East
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Advisor Support experience and any relevant skills, especially with back-office systems like Inteliflo. We want to see how your background fits the role, so don’t hold back!
Showcase Your Attention to Detail: Since this role requires high attention to detail, include examples in your application that demonstrate your accuracy and thoroughness. We love seeing candidates who take pride in their work!
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, so avoid fluff and focus on what makes you a great fit for the role.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and get the ball rolling on your application process.
How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products, especially pensions. Be ready to discuss your experience in handling new business and existing clients, as this is crucial for the Advisor Support role.
✨Familiarise with Intelliflo
If you have experience with Intelliflo or similar back-office systems, be prepared to talk about it. If not, do a bit of research to understand how it works and how it can benefit the role.
✨Showcase Your Attention to Detail
Since the job requires high attention to detail, think of examples from your past work where you ensured accuracy in applications or reports. This will demonstrate your suitability for managing cases to completion.
✨Engage with the Interviewer
Don’t just answer questions; engage with the interviewer. Ask them about their client-focused mission and how you can contribute to that. This shows your enthusiasm for the role and the company.
