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- Tasks: Support advisors by managing client applications and ensuring accuracy in submissions.
- Company: Client-focused firm dedicated to providing 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 client service.
- Qualifications: 2 years experience in financial advice and strong understanding of financial products.
- Other info: Exciting opportunities for career growth in a supportive environment.
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.
Advisor Support in Durham 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
✨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 interviews by brushing up on your knowledge of financial products and back-office systems like Intelliflo. We recommend practising common interview questions and having examples ready that showcase your experience in handling new business and client cases.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Advisor Support role. We’re here to help you every step of the way, so don’t hesitate to reach out if you have any questions or need guidance!
We think you need these skills to ace Advisor Support in Durham
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your Advisor Support experience in your application. We want to see how your background aligns with the role, so don’t hold back on sharing relevant examples!
Be Detail-Oriented: Since attention to detail is key for this position, ensure your application is free from typos and errors. We appreciate a polished submission that reflects your commitment to accuracy.
Tailor Your Application: Take a moment to customise your CV and cover letter for this specific role. Mention your familiarity with Inteliflo or similar systems, as it’ll show us you’re a great fit for the job!
Apply Through Our Website: We encourage you 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 potential new role with us!
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 previous experience in a financial advice firm and how it relates to the role. This will show that you’re not just familiar with the industry but also passionate about it.
✨Get Familiar 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 its functionalities. Mentioning how you can quickly adapt to new systems can also work in your favour.
✨Attention to Detail is Key
Since the role requires high attention to detail, think of examples from your past work where you demonstrated this skill. Whether it’s ensuring applications are correct or managing client information, having specific instances ready will help you stand out.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to client service or their use of technology in managing cases. This shows that you’re genuinely interested in the role and helps you gauge if the company is the right fit for you.
