Miejsce pracy: Anglia, SCOTLAND
Rodzaj umowy o pracę: na pełny etat

Wymagane wykształcenie: żadne specyficzne
Oferowana płaca: Nie podano
Liczba miejsc: 1

ZAKRES PRACY:

My award winning clients offers a broad range of services to help clients manage their wealth and achieve their financial and lifestyle objective. They tailor their services to clients with different levels of wealth throughout the UK and believe in building long-term relationships with clients based on trust and high levels of service. The role I am recruiting for is for an assistant to supports advisers and clients alike in their goals. The role will include: * Accurate and timely data entry * Arranging appointments and diary management * Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings * Call management/ Client contact * Data Collection on client portfolios * Checking new business paperwork, banking cheques, scanning documents * Submission of new business to Platform and Third Party Providers * Managing cash balances and cash movements * Updating static information - change of name, address etc. * Preparing valuations * Handling and administration of Incoming and Outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation * Task and workflow management on back office system * Document Management * General ad hoc admin duties * Assisting with Reception duties as and when required * Liaising and working with colleagues within the Practice to ensure success and operational efficiency and profitability. * Dealing with adhoc queries from Advisers, clients and the SIPP Manager The ideal candidate must have: Financial Services experience from either a Provider or IFA Experience in Investments or Pensions Experience at dealing with client portfolios Superb communication skills The role is paying 18-25k+ benefits.

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Wymagania




source: https://www.ec.europa.eu/eures

  
     


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