Administrator
Montfort is seeking an Administrator to join its team of leading advisers and paraplanners. The position presents an opportunity to join a dynamic company offering excellent benefits.
Job Description:
• Performing all administration, including the more complex tasks for the administration of client portfolios and updating client data on Intelliflo Office system
• Assisting paraplanners and advisers on the preparation of suitability reports and consolidation of pensions
• Dealing with benefit statements and life assurance, ensuring that work is completed in line with customer and legislation requirements
• Alerting advisers of client reviews and working with client database and systems
• Performing complex manual benefits calculations and automated systems calculations
• Keeping abreast of technical and legislative developments within the financial services industry
• Office administrative duties including scanning and filing of incoming post, greeting clients, setting up meeting rooms and answering telephone calls
Benefits:
After satisfactory completion of probation period:
-The company supports training and exams with the potential to progress to a qualified paraplanner and/or financial adviser
-Company pension scheme
-Healthcare
-Death in service cover
-Generous annual leave allowance
-Free on-site parking
Apply online or email your CV to glenys.davies@montfort-intl.com
Apply
