Adviser Support
Reporting to Admin Team Leader
Location Exeter (Clyst St Mary)
Job Type Full time
Summary
Prydis are a fast-growing professional services firm with a unique approach. To maximise the quality of service we can provide to our clients, we’ve expanded to incorporate wealth management and accounting services in-house from our offices in Exeter, Newquay, Edinburgh and Liskeard.
At Prydis, we are committed to helping our team grow their skills and develop further specialist qualifications. By working alongside professionals from a wide range of financial and legal disciplines, our staff gain exposure to new and varied work.
We value the expertise our people bring to our organisation and are passionate about nurturing their potential and enabling them to enjoy rewarding careers.
Responsibilities, defined but not limited to…
- Assistance with onboarding new advisers
- Preparing annual reviews for advisers
- Basic report writing
- Supporting advisers with day to day admin
- Obtaining policy information once company authority is in place
- Ensuring fees are paid correctly on policies
- Tracking new applications and liaising with companies where necessary
- Tracking transfers, surrenders & withdrawals
- Ensuring client files are in order and compliant, making up files for new clients
- General SIPP/SSAS administration
- Phoning providers, advisers and clients to gather information
- General admin duties, e.g. printing, scanning, binding, data entry to CRM
- Attendance at appropriate training courses and seminars (where relevant)
- Attendance at Prydis “Lunch and Learn” seminars (where relevant)
- Training and supervision of junior staff (where relevant)
- · Providing assistance to the Prydis Wealth team (where appropriate)
Relevant skills
Ideal candidates will be able to demonstrate a high level of computer literacy across the main elements of the Microsoft suite of products. They should also possess good prioritisation, and time management skills, to ensure adviser and client expectations are met. Previous experience in report writing would also be desirable.
What we offer:
- Outstanding conditions for professional growth and development
- Flexible working options
- Competitive remuneration package, including basic salary dependent on previous experience and bonuses
- Workplace pension where you contribute 4% and the company contributes 4% which rises to 6% after 5 years
- You will be invited to join the death in service scheme of four times annual salary following successful completion of your probationary period
- You will be invited to join the PHI scheme following successful completion of your probationary period
- You will be entitled to participate in the company bonus scheme which is profit and performance related and is payable in June and December each year
- The standard holiday is 24 days increasing by a day after each year of service up to 32 days plus bank holiday
- Career progression
How to apply:
If you believe you have what it takes to become a successful member of our team, please apply to this job post, or email your CV and a covering letter to [email protected] and [email protected]. Please specify the role for which you are applying and ensure you include your full contact details, so we can get in touch with you. Prydis Group are an Equal Opportunities Employer.
Job Type: Full-time
Pay: £27,000.00-£31,000.00 per year
Benefits:
- Company events
- Company pension
- Cycle to work scheme
- Free parking
- On-site parking
- Private medical insurance
- Sick pay
Work Location: In person
