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Wealth Management Administrator - job post

My Health Xtras
355 Wellingborough Road, Northampton NN1
£22,000 a year - Temporary contract

Job details

Here’s how the job details align with your profile.

Pay

  • £22,000 a year

Job type

  • Temporary contract

Shift and schedule

  • Monday to Friday

Location

355 Wellingborough Road, Northampton NN1

Full job description

PURPOSE OF ROLE:

To provide a first-class level of support to advisers and clients, ensuring full compliance.

KEY RESPONSIBILITIES:

This will be a varied role that will provide lots of opportunities to learn. The core responsibilities of the role are to develop long term relationships with the firm’s clients and to support the Financial Advisers with client servicing and key administration processes including:

  • Build and maintain relationships through close communication (both verbal and written) with clients, internal staff, mortgage providers, insurance companies and providers as well as solicitors.
  • Deal with telephone and email enquiries from clients and providers
  • Manage and monitor emails from clients and providers
  • Chasing in documentation and checking before submitting for approval
  • Client background fact finding to ensure correct advice is given
  • Request quotations from brokers relating to policies/mortgages
  • Manage diaries including setting up reviews with clients within agreed time frame and ensure the organisation of the office
  • To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
  • Processing new business including obtaining policy information, initial quotations, checking, and sending off application forms, monitoring and chasing all outstanding items, and issuing policy documentation on completion.
  • Preparing client valuations - gathering details of client holdings and updating database accordingly.
  • Creating and maintaining client files and records, ensuring all are complaint with Head Office information and templates provided.
  • Meet and greet Clients.
  • Carry out any other duties which fall within the broad spirit, scope, and purpose of this job description and which are commensurate with the post.

About you:

We would like to hear from you if you are a quick learner and you are passionate about accuracy, and can demonstrate:

  • Previous administration/office experience
  • Be able to understand the importance of prioritising certain tasks/documents
  • Very Organised
  • Have a friendly and professional attitude.
  • Have working knowledge of Microsoft products including Outlook, Excel, and Word.
  • Have the ability to react to varying situations with a can do and proactive attitude.
  • Have the ability to multitask and ability to work independently in the office.
  • Excellent attention to detail
  • Able to communicate well – both verbal and written.
  • You are a good team player and able to work under your own initiative and manage priorities/deadlines.
  • Have a methodical, ordered, and structured approach to tasks

Desirable

  • Proven wealth management/financial services admin experience
  • Some understanding of products such as Pensions, Mortgages, Protection
  • Committed to continuous professional development

HOURS OF WORK:

Based around 37 hours per week, Monday to Friday including a 20-minute

lunch break.

Happy to be flexible with an earlier/later start.

Job Type: Temporary contract
Contract length: 12 months

Salary: £22,000.00 per year

Work Location: In person

Expected start date: 01/05/2024

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